Greater Good Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,451,000
Total clients
66
9% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
66
Average account size
$400,773
About
Greater Good Financial LLC is a state-registered investment adviser that provides individualized investment management and ongoing comprehensive financial planning to individuals (including high-net-worth clients) and charitable organizations. The firm’s planning service uses an online planning portal and an onboarding process with follow-up reviews, and it documents client‑imposed investment restrictions in writing.
The firm emphasizes asset allocation as the foundation of portfolio construction, employing both strategic rebalancing and tactical tilts and combining passive and active investment vehicles guided by fundamental analysis and third‑party research. It also offers socially responsible investing options and will construct customized portfolios of individual securities when clients request values‑based exposures.
Distinctive aspects of GGF’s disclosure materials include the presentation of hypothetical performance in its public materials, a practice that is uncommon among independent advisers, and the inclusion of modeled allocation illustrations and annual performance reporting as part of client communications. The brochure also outlines the firm’s custody and execution arrangements with an independent institutional custodian and describes how institutional‑level services and research are used in managing client accounts.
Client services
Financial planning
Portfolio management
Expertise
ESG / Sustainable investing
Active portfolio management
Passive / index investing
Fee options
Ongoing Comprehensive Financial Planning initial charge of $1,500 and ongoing fee of $250 per month, payable monthly in arrears
$0 - $250,000: 1.25% annually $250,001 - $1,000,000: 0.50% annually $1,000,000+: 0.10% annually
Account minimum: $50,000 (may be waived at discretion of GGF)
Main office location
Greater Good Financial
Apple Valley MN, United States
Number of offices
1
Most active in
Greater Good Financial has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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