Description of Services and Fees Redstone Wealth Management, LLC (hereinafter “Redstone Wealth Management”) is a registered investment adviser based in Oklahoma. We are a limited liability company, formed under the laws of the State of Oklahoma. We have been providing investment advisory services since 2020. Cantrell Group, Inc. is the principal owner of our firm. Lee Cantrell is President and co-owner Cantrell Group, Inc., and he serves as President and Chief Compliance Officer of Redstone Wealth Management. You may see the term Associated Person throughout this Brochure. As used in this Brochure, this term refers to anyone from our firm who is an officer, employee, and all individuals providing investment advice on behalf of our firm, including Mr. Cantrell. Such persons are properly registered as investment adviser representatives in applicable jurisdictions where required. Currently, we offer the following investment advisory services, personalized to each individual client. Financial Planning Services We offer broad-based and structured financial planning services. Financial planning will typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs. If you engage our firm for financial planning services, we will meet with you to gather information about your financial circumstances and objectives. Once we review and analyze the information you provide to our firm, we will deliver a written plan to you, designed to help you achieve your stated financial goals and objectives. In limited circumstances, you may only require advice on a single aspect of the management of your financial resources. We offer financial plans in a targeted format that address only those specific areas of interest or concern. Financial plans are based on your financial situation at the time we present the plan to you, and on the financial information you provide to our firm. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our financial planning recommendations. Should you choose to act on any of our recommendations, you are not obligated to implement the financial plan through any of our other investment advisory services. Moreover, you may act on our recommendations by placing securities transactions with any brokerage firm. Annual Retainer Services: We offer financial planning services on an on-going, annual basis that includes periodic meetings with clients to review progress towards stated goals, a review of asset performance, implementation services, consultations, and minor updates to the existing plan. Note: Information related to tax or legal consequences that is provided as part of a plan is for informative purposes only. Clients are instructed to contact their tax professionals or attorneys for tax or legal advice. Asset Management Services We offer discretionary asset management services. Discretionary asset management means we will make investment decisions and place buy or sell orders in your account without contacting you for prior approval of each transaction. We tailor our investment advice to meet your stated needs and investment objectives. If you decide to hire our firm to manage your portfolio, we will meet with you to gather your financial information, discuss your goals, and help you decide how much risk you should take in your investments. The information we gather will help us implement an asset allocation strategy that will be specific to your goals. Typically, you may limit our discretionary authority by, for example, setting a limit on the type of securities that may be purchased for your account. Simply provide us with your restrictions or guidelines in writing. Clients whose assets are invested in model portfolios may not be able to set restrictions on the specific holdings or allocations within the model, or on the types of securities that can be purchased in the model. However, clients may exclude certain assets from management in our model portfolios. For assets held outside the model portfolios, you can limit our discretionary authority or you may request specific transactions by providing our firm with your restrictions, guidelines, or instructions. We do not recommend one particular type of security over other types of securities, but we do provide advice on various types of securities, such as exchange listed equities, over the counter equities, foreign issues, American depository receipts, investment company securities (including mutual funds variable products, and exchange traded funds), options contracts on securities, and interests in partnership investing in real estate, or other private equity investments. Additionally, we may provide advice on fixed insurance products; and, we may provide advice on existing investments you may hold at the inception of the advisory relationship or on other types of investments for which you ask advice. If you engage us for asset management services, we will monitor your portfolio’s performance on a continuous basis, and rebalance the portfolio whenever necessary, as changes occur in market conditions and/or your financial circumstances. Employer Sponsored SEP and SIMPLE Individual Retirement Plans (ERISA 3(38) Services) In limited circumstances, we offer discretionary investment management services to employer sponsored SEP or SIMPLE Investment Retirement Plans (the "Plan"). As agreed upon in a written agreement with the plan sponsor (the "client"), we will provide the following services. Fiduciary services may include any or all of the following:
• Providing ongoing and continuous discretionary investment management with respect to the asset classes and investment alternatives available under the Plan in accordance with the Plan’s investment policies and objectives.
• Selecting a broad range of investment options consistent with ERISA and the regulations thereunder.
• Developing an investment policy statement (IPS).
• Monitoring

investment options by preparing periodic investment reports that document investment performance, consistency of fund management and conformance to the guidelines set forth in the IPS; and determining whether to maintain or remove and replace investment options.
• Meeting with the client on a periodic basis to discuss the reports and the investment decisions.
• Selecting a qualified default investment alternative (“QDIA”) for participants who fail to make an investment election. The client is responsible for determining whether the Plan should have a QDIA and for deciding upon the type of investment that will serve as a QDIA (e.g., target date fund, balanced fund, or managed account). Once the client has made that determination, we will select the investment to serve as the QDIA. The client retains the sole responsibility to provide all notices to participants required under applicable law. Non-Fiduciary services may include any or all of the following:
• On a mutually agreeable schedule, we will assist in the education of the participants in the Plan, about general investment principals and the investment alternatives available under the Plan. Our assistance with general investment education shall be consistent with and within the scope of the definition of investment education provided by the Department of Labor.
• Upon a mutually agreeable date(s), we will assist in the group enrollment meetings and discuss retirement plan participation among employees and investment and financial understanding by the employees. Rollover Services Disclosure In conjunction with the advisory services offered, we may provide education or recommendations related to the rollover of an employer sponsored retirement plan. A plan participant leaving employment has several options. Each choice offers advantages and disadvantages, depending on desired investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and the investor's unique financial needs and retirement plans. The complexity of these choices may lead an investor to seek assistance from us. When our firm or our Associated Person(s) recommend an investor roll over plan assets into an Individual Retirement Account (“IRA”), our Associated Person(s), and we may earn an asset-based fee as a result. However, no compensation is received if assets are retained in the plan. Thus, we have an economic incentive to encourage an investor to roll plan assets into an IRA. In most cases, your fees and expenses will increase because fees will apply to assets rolled over to an IRA and ongoing services will be extended to these assets. Further, you may incur other levels of fees and expenses, including, but not limited to, investment-related expenses imposed by other service providers and mutual fund managers not affiliated with us, as well as other fees and expenses charged by the custodian, third-party administrator, and/or recordkeeper. We make no representations or warranties relating to any costs or expenses associated with the services provided by any third parties, and you understand that these fees are in addition to the fee paid to us for the rollover advice. In cases where we provide you with rollover advice as defined by the Department of Labor, which may also include setting up and/or completing the rollover transaction, we do not serve as a custodian, and we do not provide legal advice to you. In addition, we do not have any responsibilities or potential liabilities in connection with assets not related to the rollover and investments that are not managed by us. When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your interests. In accordance with various rules and regulations, we must act in your best interest and we must not put our interests ahead of your interests. Additionally, we must: meet a professional standard of care when making investment recommendations (give prudent advice); never put our financial interests ahead of yours when making recommendations (give loyal advice); avoid misleading statements about conflicts of interest, fees, and investments; follow polices, and procedures designed to ensure that we give advice that is in your best interest; charge no more than is reasonable for our services; and give you basic information about any conflicts of interest. Additional Information We rely on all information you provide to us, whether financial or otherwise, without independent verification. We request that you promptly notify us in writing of any material change in the financial and other information provided to us, and to promptly provide any such additional information as may be reasonably requested by us. Due to the volatile and unpredictable nature of financial markets, we do not guarantee any future performance, any specific level of performance, or the success of any recommendations or strategies that we may take or recommend for you, or the success of our overall recommendations. Investment recommendations are subject to various market, currency, economic, political, and business risks, and investment decisions will not always be profitable. Wrap Fee Programs A wrap fee program combines asset management, advisory services, and trade execution for a single fee. Redstone Wealth Management does not manage or sponsor any wrap fee programs. However, recommended third party programs may be offered as wrap fee programs. For detailed information regarding these programs, please carefully review the disclosure documents provided by the relevant third-party sponsor/manager of such third-party programs. Assets Under Management As of January 30, 2024, we managed approximately $131,022,000 in client assets on a discretionary basis and no client assets on a non-discretionary basis.