Greater Than Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$235⁠-⁠$295/hr

“Financial Planning fee is an hourly rate between $235 and $295 per hour, depending on complexity.”

Flat or project fee

$1,195

“Comprehensive Financial Planning 9 Comprehensive Financial Planning consists of an initial charge of $1195, after services are rendered, and an ongoing fee that is paid monthly, in arrears, at the rate between $235-$395 per month.”

Monthly fee

$235⁠-⁠$395/mo

From the same sentence as above.

Annual fee

$2,400/yr

“Typically the minimum annual fee for Retirement Plan Consulting Services is $2,400.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Greater Than Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check or bank ACH.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Greater Than Financial’s fees compare

• Its hourly rate of $235-$295 spans the Missouri median of $250. 73% of the 88 other Missouri planners that publish an hourly rate charge less.
• Its flat or project fee of $1,195 is below the Missouri median of $3,550. 12% of the 77 other Missouri planners that publish a flat or project fee charge less.
• Its annual fee of $2,400 is below the Missouri median of $6,000. 24% of the 45 other Missouri planners that publish an annual fee charge less.

About Greater Than Financial

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

163

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$64,218,109

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281703

Website

greaterthanfinancial.com (opens in new tab)

Phone

(816) 663-9015

Can advise clients in 2 states: Kansas, Missouri

Other planners in Missouri that publish fees

• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• 360 IraSt. Charles$99⁠-⁠$10,000
• 80/20 Financial ServicesOzark$240/hr, $1,000⁠-⁠$7,000
• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Alpine Private WealthSaint Louis$333, $4,000/yr
• Aquilant AdvisorsSt. Louis$250/hr

Compare all 222 planners in Missouri