Firm
Greater Works Wealth
Tulsa, Oklahoma
Fee-only
Greater Works Wealth at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 38 individual clients.
- Its average account is about $120,000 (assets it manages divided by its 80 accounts).
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | greaterww.com |
| [email protected] | |
| Phone | (918) 894-5572 |
Greater Works Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"ranging from $150 to $500 per month or $450 to $1,500 per quarter" source
"$0 - $500,000 1.25%" source
"The fee is based on a percentage of assets under management (“AUM”) and is negotiable." source
"We charge a recurring fixed fee for Ongoing Financial Planning." 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 | $10 million |
| Individual clients | 38 |
| Accounts managed | 80 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 321786 |