Greater Than Financial

Overview

Greater Than Financial operates as an independent, individual-owned registered investment adviser focused on serving individuals and families. The firm blends financial planning with discretionary portfolio management for individuals and small businesses, and it acts as a capital allocator by selecting third‑party advisers when appropriate. Its stated fee design includes percentage-of-assets under management, hourly fees and fixed fees, which supports both ongoing managed relationships and project-based planning work. Investment activity centers on public pooled vehicles—primarily mutual funds—and managed separate account strategies rather than concentrated single-stock portfolios. The firm’s practice emphasizes diversified, manager-drivenExposure: relying on external fund managers and mutual fund sleeves to construct client portfolios. ESG and pension consulting are not primary drivers of the advisory model, and the adviser is not registered as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices