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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-20-2016
- Office Locations
- 3
Office Locations
About Greater Than Financial
Greater Than Financial is a fee-only fiduciary financial planning and investment management firm serving families in Savannah and St. Joseph, Missouri. It provides transparent upfront pricing (no commissions) and a customized communication cadence supported by modern planning software. Founder Wakefield Hare, CFP (XY Planning Network, NAPFA), brings experience advising families with teenagers. Portfolios are primarily built with public funds and held at major custodians such as Schwab.
Team overview
Insights
Custodian
Services
Technology
Owner & Executives
WAKEFIELD WILLIAM HARE
Chief Compliance Officer, Financial Planner, President
- CRD
- #5290342
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DONOVAN JORDAN BROOKS
Chief Compliance Officer, Financial Planner, President
- CRD
- #5927442
Emalee Wheeler
--
- CRD
- #7935587
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,218,109 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,218,109 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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