# Derrick Alexander

> Derrick Alexander is a fee-only financial advisor at Greater Works Wealth in Tulsa, Oklahoma. Derrick charges a percentage of assets and an ongoing planning fee (ongoing planning from $1,800 a year and 1.25% a year on the first tier of assets managed) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/derrick-alexander/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Greater Works Wealth
- **Based in:** Tulsa, Oklahoma
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,800 a year; 1.25% a year on the first tier of assets managed
- **Assets under management (firm):** $9.6M across 80 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6813730 (https://adviserinfo.sec.gov/individual/summary/6813730)
- **SEC registration:** Investment adviser representative in OK, TX
- **Exams passed:** Series 63 (2017), Series 65 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.greaterww.com/

## Frequently asked questions

### Is Derrick Alexander a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Derrick holds no broker registration, and Greater Works Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Derrick charge for financial advice?

Derrick charges a percentage of assets and an ongoing planning fee.

### How much does Derrick charge?

According to Greater Works Wealth's website, checked October 30, 2026: ongoing planning from $1,800 a year; 1.25% a year on the first tier of assets managed.

### Where is Derrick Alexander based?

Derrick Alexander is based in Tulsa, Oklahoma.

### What does Derrick specialize in?

Derrick's specialties include retirement planning. Derrick works with retirees and pre-retirees.

### Is Derrick Alexander registered with the SEC?

Yes. Derrick Alexander is registered as an investment adviser representative in OK and TX (CRD 6813730), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greater Works Wealth manage?

Greater Works Wealth reports $9.6M across 80 accounts in assets under management.

### How do I contact Derrick Alexander?

Through Derrick's website, www.greaterww.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6813730): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.greaterww.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.