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Greater Than Financial

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Total assets under management

$46,687,458

Total clients

162

5% high-net worth

Total advisors

1

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

162

Average account size

$288,194

About

Greater Than Financial works with individual and high‑net‑worth clients to provide discretionary portfolio management, financial planning, and retirement plan consulting. Services span investment management, one‑time financial plans, and ongoing comprehensive planning engagements covering areas such as retirement, cash‑flow, business planning, and estate considerations.

The firm primarily implements passive, asset‑class-oriented portfolios using index mutual funds and ETFs while applying fundamental analysis in its research process and due diligence. It also offers clients the option to use third‑party money managers and assists with manager selection, onboarding, and periodic review, with client assets held at recommended custodians such as Schwab, Betterment, or Vanguard.

Distinctive aspects include an ongoing monthly‑retainer comprehensive planning service that provides continuous access to a planner with annual plan reviews and the delivery of plan findings via written, text, or video reports. The firm leverages institutional platforms (including a subscription arrangement to secure preferred platform pricing), recommends multiple custody options, and does not impose a minimum account size, which sets it apart from many small advisory firms.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Comprehensive Financial Planning upfront fee of $1195

Percentage

$0 - $1,000,000: 0.75% $1,000,000 - $2,500,000: 0.50% $2,500,000 - $5,000,000: 0.40% $5,000,000+: 0.30%

Project-based

Financial Planning hourly fee between $215 and $295 per hour

Other

Minimum fee: Minimum annual fee for Retirement Plan Consulting Services typically $2,400, negotiable Fee-only: Comprehensive Financial Planning: $1195 upfront plus $215-$395 per month; Financial Planning Hourly Fee: $215-$295 per hour

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Greater Than Financial

Savannah MO, United States

Number of offices

2

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website 816-663-9015

Advisors at this firm

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Wakefield H

CFP®

Savannah, MO

Greater Than Financial

Greater Than Financial is a fee-only, fiduciary financial planning firm built to serve families in Savannah & St. Joseph, Missouri at every stage of life. We stand as a beacon of trust for pre-retirees who are wary of traditional financial advisors. With over 16 years of experience, our founder Wakefield has crafted a firm that prioritizes your financial well-being without the influence of commissions or conflicts of interest. Our approach is simple yet profound: we believe that finance is not just about growing wealth, but about enriching life. We're here to help you navigate the complexities of financial planning with the wisdom and care that only a dedicated fiduciary can provide. Whether you're planning for college expenses, career transitions, or the nuances of retirement, Greater Than Financial is your partner in creating a strategy that reflects your aspirations. Understanding the unique values of folks in St. Joseph and Savannah, we're committed to helping you discover the 'greater than' life you deserve. Our firm is your resource for transparent, tailored advice that aligns with your unique journey. If you're looking for a financial advisor who truly understands the needs of families and pre-retirees in St. Joseph or Savannah, Missouri, look no further than Greater Than Financial. Let's embark on this journey together, crafting a future that's not just secure, but truly greater.

Wealth management Widow/Widower Christian Faith Based Gen X (Born 1965-1980)
user avatar

Emalee W

Series 65

Kansas City, MO

Greater Than Financial
Warmer team member

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