Greater Works Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,600,000
Clients
38
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$252,632
About
Greater Works Wealth provides investment management, ongoing and project-based financial planning, and retirement plan consulting to individual clients and employer plan sponsors. The firm operates on a fee-only basis and advises primarily on stocks, bonds, mutual funds, ETFs, and cash and cash equivalents, and may refer clients to third-party professionals when appropriate.
The firm’s investment approach is grounded in modern portfolio theory and largely uses passive investment management, building diversified portfolios with index mutual funds and ETFs and monitoring asset-allocation targets over time. It also leverages outside managers and model portfolios (including a technology-supported model provider) and typically manages accounts on a discretionary basis while allowing reasonable client-imposed restrictions.
Although the ADV describes a range of client types, the firm’s reported assets under management (about $7.6 million) and a small client base indicate a primary focus on non-high-net-worth individuals rather than wealthy clients, a profile that differs from many peers in the supported-firm category. The firm also highlights experience drawn from prior work at a national wealth-management firm and maintained insurance licensing (with no insurance sales through the firm), and it offers employer retirement-plan consulting despite operating at a modest scale.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement withdrawal strategies
Cash flow / budgeting
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fee $1,500 to $10,000; Ongoing Financial Planning initial fee $150 to $1,000
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Project-Based Financial Planning hourly rate $250 per hour
Minimum fee: $5,000 minimum annual fee for Retirement Plan Consulting, exceptions may be granted at discretion Fee-only: Financial planning fees: Ongoing financial planning $150 to $500 per month or $450 to $1,500 per quarter; Project-based planning fixed fees $1,500 to $10,000 or hourly $250/hr
Most active in
Greater Works Wealth has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
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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