Greater Wealth fees and pricing

Financial planner in Westport, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, Greater Wealth charges a flat or project fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $5,000; “$5,000 for the preparation of a holistic financial plan.”

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

“Greater Wealth invoices a one-time fee of $5,000 for the preparation of the initial financial plans established during the client onboarding process.”
“All financial planning services fees are agreed upon in advance and determined by the scope of the engagement.”
“For ongoing engagements, fees are invoiced quarterly in arrears, except for the initial $5,000 financial planning fee which is due upon signing the client agreement.”

Its flat or project fee of $5,000 is below the Connecticut median of $5,125. 37% of the 78 other Connecticut planners that publish a flat or project fee charge less.
2 of the 6 other planners in Westport that publish a flat or project fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 2
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $8,370,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 326978
Website: mygreaterwealth.com (opens in new tab)
Phone: (980) 365-9847

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.