Greater Than Financial LLC
Savannah, Missouri
Greater Than Financial LLC at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 163 individual clients, 16 of them high net worth.
- Its average account is about $122,000 (assets it manages divided by its 525 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Savannah, Missouri |
|---|---|
| Website | greaterthanfinancial.com |
| [email protected] | |
| Phone | (816) 663-9015 |
Questions about Greater Than Financial LLC
How much does Greater Than Financial LLC charge?
Greater Than Financial LLC publishes these prices: one-time plan: from $1,195; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Greater Than Financial LLC paid?
Greater Than Financial LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Greater Than Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Greater Than Financial LLC, and 1 hold the CFP.
What is the average account at Greater Than Financial LLC?
Greater Than Financial LLC's average account is about $122,000. That's the assets on its Form ADV divided by its 525 accounts.
What does Greater Than Financial LLC specialize in?
Greater Than Financial LLC's advisors and website list retirement planning and small business owners.
Greater Than Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,195 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"When an initial consultation is the right next step, the fee is $1,195 ." source
"Less than $500,000 1.00%" source
"$5 million and above 0.30%" source
"Less than $500,000 1.00%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $64 million |
| Individual clients | 147 |
| High-net-worth clients | 16 |
| Accounts managed | 525 |
| Employees | 3 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | October 21, 2026 |
| SEC record | CRD 281703 |
Advisors at this firm (2)
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- Hill-Top Financial Planning, LLC · Kansas City
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- ITI Financial Management · Springfield