Greater Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greater Financial serves individual investors, high‑net‑worth individuals, trusts and business entities and does not require a minimum account size. Its service mix includes ongoing wealth strategy with discretionary portfolio management, project‑based and ongoing financial planning, and a range of educational offerings such as digital courses, group coaching, and seminars.
The firm’s client work emphasizes collaborative financial planning that documents goals, risk tolerance and time horizons, and pairs that planning with discretionary implementation when authorized by the client. Investment methods described include Modern Portfolio Theory, technical analysis and charting, with accounts monitored on a monthly or quarterly basis and clients able to impose written investment restrictions.
Noteworthy for a firm of this type, Greater Financial packages formal educational programming (recorded courses, cohort-based group coaching and speaking engagements) alongside paid planning engagements, and it charges fixed upfront planning fees and recurring flat monthly fees rather than relying solely on asset‑based billing. The firm also highlights assets‑under‑advisement services and explicitly does not serve as a private‑fund adviser.
Client services
Expertise
Demographic focus
Fee options
Coaching services fees range from $17 to $1,297 as one-time fees; Educational seminars charged flat rate of $500
Assets Under Advisement service fee is $150 per month paid in arrears; no refunds applicable
Minimum fee: Initial fixed fee between $1,500 and $3,000 for initial financial plan; monthly ongoing fee between $350 and $2,000 for Wealth Strategy service Fee-only: Project-based financial planning: negotiable fixed fee between $1,500 and $3,000 flat fee for one-time services; Assets Under Advisement: $150 per month; Coaching services and educational seminars are charged flat fees for courses and events
Main office
1990 Main Street, Suite 750
Sarasota FL 34236
Advisors at this office
1
Most active in
Florida
Also doing business as
Greater Financial · John 15:13 Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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