Greater Than Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greater Than Financial serves individual and high‑net‑worth clients, as well as trusts and charitable organizations, offering investment management, integrated financial planning, and retirement‑plan consulting. The firm reports approximately $64.2 million in discretionary assets under management and implements accounts either directly or via the Betterment Institutional platform.
The firm follows a primarily passive, portfolio‑level investment approach using low‑cost mutual funds and ETFs, with portfolio construction and monitoring guided by clients’ goals, risk tolerance, tax considerations, and liquidity needs. Financial planning is described as an ongoing component of the advisory relationship and can include comprehensive engagements with written deliverables and recorded video walkthroughs, coordination with outside professionals, and discretionary portfolio adjustments informed by the plan.
Notable operational details include the firm’s use of a third‑party platform combined with a monthly subscription the firm pays to secure reduced platform fees for clients, ongoing due diligence of that platform, and the option to custody accounts at either Schwab or Betterment. The firm’s brochure discloses a 2023 consent order involving an advisor for unregistered advisory activity (addressed under the firm’s supervision), and it maintains professional liability insurance and a compact adviser team that emphasizes ongoing planning integration.
Client services
Expertise
Fee options
Less than $500,000 - $499,999: 1.00% $500,000 - $999,999: 0.75% $1,000,000 - $2,499,999: 0.50% $2,500,000 - $4,999,999: 0.40% $5,000,000+: 0.30%
$235-$295 per hour, negotiable based on complexity
Comprehensive Financial Planning: initial charge $1,195; ongoing monthly fees $235-$395, negotiable
Main office
See officeSavannah MO
Advisors at this office
1
Offices (3)
Most active in
Kansas · Missouri · Texas
Also doing business as
Greater Than Financial · Greater Than 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Wakefield H
Verified by Warmer
CFP®
Savannah, MO
Greater Than Financial
Greater Than Financial is a fee-only fiduciary financial planning and wealth management firm based at 412 Court Street in Savannah, Missouri. The firm works with families, including high-net-worth households, business and farm owners, and retirees within roughly 100 miles of Savannah. Communities served include St. Joseph, Maryville, Cameron, Platte City, the Kansas City Northland, and nearby areas. Wakefield Hare, CFP®, has 18 years of industry experience. He helps clients coordinate investments, retirement income, tax planning, estate questions, business succession, and major financial decisions. Current fees and controlling disclosures are available at greaterthanfinancial.com/fees.
Emalee W
Series 65
Kansas City, MO
Greater Than Financial
Emalee Wheeler is a financial advisor at Greater Than Financial with a Series 65 designation and two years of industry experience. Prior to her advisory role, she worked for over a decade in education at North Andrew R-3 School and has also been affiliated with Wichita State University. Outside of advisory work, Wheeler is involved in a family farm bookkeeping business. Greater Than Financial serves individual and high-net-worth clients, as well as trusts and charitable organizations, providing investment management, integrated financial planning, and retirement-plan consulting. The firm employs a primarily passive investment approach using low-cost mutual funds and ETFs, guided by clients’ goals and risk tolerance.
Donovan B
CFP®
Savannah, MO
Greater Than Financial
Hi I’m Donovan! I'm a financial planner that serves Millennials that tend to be at least one of the following: • high earners • tech professionals • equity compensated • inherited/sudden wealth / high-net worth Because of the unique challenges the above groups face I've created my financial planning process to focus on, but not limited to: • cash flow planning • equity/stock compensation • investments and investment management • tax planning I'd love to talk with you if you're fit the above and are looking to prosper with purpose. Visit the link below to learn more about my complimentary analysis: https://www.prospurposewealth.com/free-financial-analysis
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)