# Wakefield Hare

> Wakefield Hare is a fee-only financial advisor at Greater Than Financial LLC in Savannah, Missouri, who holds the CFP credential. Wakefield charges a percentage of assets, an ongoing planning fee and a one-time planning fee (one-time plans from $1,195 and 1% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/wakefield-hare/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Greater Than Financial LLC
- **Based in:** Savannah, Missouri
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** one-time plans from $1,195; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $64.2M across 525 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Pre-retirees
- **CRD:** 5290342 (https://adviserinfo.sec.gov/individual/summary/5290342)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://greaterthanfinancial.com

## Frequently asked questions

### Is Wakefield Hare a fee-only financial advisor?

Yes. Wakefield Hare is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Wakefield's firm.

### How does Wakefield Hare charge for financial advice?

Wakefield Hare charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Wakefield Hare charge?

According to Greater Than Financial LLC's website, checked October 28, 2026: one-time plans from $1,195; 1% a year on the first tier of assets managed.

### Where is Wakefield Hare based?

Wakefield Hare is based in Savannah, Missouri.

### What does Wakefield Hare specialize in?

Wakefield Hare's specialties include retirement planning and small business owners. Wakefield works with pre-retirees.

### What credentials does Wakefield Hare hold?

Wakefield Hare holds the CFP credential.

### Is Wakefield Hare registered with the SEC?

Yes. Wakefield Hare is registered as an investment adviser representative in KS, MO and TX (CRD 5290342), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Greater Than Financial LLC manage?

Greater Than Financial LLC reports $64.2M across 525 accounts in assets under management.

### How do I contact Wakefield Hare?

Through Wakefield Hare's website, greaterthanfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/wakefield-hare-10783): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.greaterthanfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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