PlannerFees

Greater Works Wealth fees and pricing

Financial planner in Tulsa, Oklahoma. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 13, 2026, Greater Works Wealth charges $250 an hour, a flat or project fee of $150⁠-⁠$1,000, a monthly fee of $150⁠-⁠$500, and a quarterly fee of $450⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Our hourly rate is $250.”
Flat or project fee
$150⁠-⁠$1,000
“Ongoing Financial Planning GWW collects an initial fee, ranging from $150 to $1,000.”
Monthly fee
$150⁠-⁠$500/mo
“Fees are paid monthly or quarterly in arrears, ranging from $150 to $500 per month or $450 to $1,500 per quarter..”
Quarterly fee
$450⁠-⁠$1,500/qtr

From the same sentence as above.

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

How Greater Works Wealth bills

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

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Upon delivery of the comprehensive financial plan, we charge a recurring fixed fee for Ongoing Financial Planning.”

How Greater Works Wealth’s fees compare

  • Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
  • 4 of the 19 other planners in Tulsa that publish an hourly rate charge less.
  • Its flat or project fee of $150-$1,000 is below the Oklahoma median of $2,875. 6% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
  • None of the 12 other planners in Tulsa that publish a flat or project fee charge less.

About Greater Works Wealth

“The financial planner is Derrick Alexander, who is a representative of Greater Works Wealth LLC and serves as the primary advisor overseeing the financial planning engagements. We offer investment management, financial planning, and pension consulting services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Derrick Alexander
  • Firm size: 2 employees.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
2% a year
Clients
38
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$9,600,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
321786
Website
greaterww.com (opens in new tab)
Phone
(918) 894-5572

Other planners in Tulsa that publish fees

Compare all 44 planners in Tulsa

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.