Greatdane Investment LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“(2)​ An hourly rate of $300 per hour, billed monthly based on actual hours worked, with Client receiving an itemized statement of hours upon request.”

Flat or project fee

$4,800

“(1)​ A one-time flat financial planning fee of $4,800 payable upon delivery of the plan (unless a payment plan is agreed upon).”

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

How Greatdane Investment LLC bills

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

• “The investment advisory fee is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Greatdane Investment LLC’s fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $4,800 is above the Illinois median of $4,500. 51% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Greatdane Investment LLC

• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Divorce
• Insurance analysis
• 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

0.85% a year

Clients

78

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$32,225,012

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318880

Website

greatdaneinvestment.com (opens in new tab)

Phone

(309) 235-7473

Can advise clients in 3 states: California, Illinois, Tennessee

Other planners in Moline that publish fees

• The Planning Center, Inc.Moline$75⁠-⁠$500/hr, $1,500⁠-⁠$12,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000

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