Derrick Alexander
Greater Works Wealth · Tulsa, Oklahoma
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.
Request an introduction to Derrick →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $9.6M across 80 accounts |
| SEC registration | Investment adviser representative in OK, TX · CRD 6813730 |
| Exams passed | Series 63 (2017) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.greaterww.com |
| Profile |
How Derrick's firm compares
- Ongoing planning starts at $1,800 a year, below the US median of $4,500 for fee-only firms that publish prices.
- Greater Works Wealth's average account is about $120,000, from its Form ADV (assets managed divided by 80 accounts).
Request an introduction to Derrick
Tell Derrick a little about what you're looking for. Derrick isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Derrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Greater Works Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.