Wakefield Hare
Greater Than Financial LLC · Savannah, Missouri
Wakefield Hare is a fee-only financial advisor at Greater Than Financial LLC in Savannah, Missouri, who holds the CFP credential.
- $1,195
- One-time plan, from
- $64M
- Firm assets managed
- $122,000
- Firm's average account
- 2007
- First securities exam
What Wakefield focuses on
Who Wakefield works with
- Pre-retirees
How does Wakefield's firm compare?
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A one-time plan starts at $1,195, below the Missouri median of $2,000 for fee-only firms that publish prices.
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Greater Than Financial LLC's average account is about $122,000, from its Form ADV (assets managed divided by 525 accounts).
Questions about Wakefield
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $64.2M across 525 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 5290342 |
| Exams passed | Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | greaterthanfinancial.com |
| Profile |
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Other fee-only advisors in Missouri
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Greater Than Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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