Isabel Biondi
Greatdane Investment · Franklin, Tennessee
Isabel Biondi is a fee-only financial advisor at Greatdane Investment in Franklin, Tennessee, who holds the CFP credential. Isabel focuses on tax planning, divorce financial planning and estate & legacy planning. Greatdane Investment reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Divorced individuals
- Multi-generational families
Facts
| Firm | Greatdane Investment |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $32.2M across 222 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IL, TN, TX · CRD 7405563 |
| Exams passed | Series 66 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.greatdaneinvestment.com |
| Profile |
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Questions about Isabel
Is Isabel Biondi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Isabel holds no broker registration, and Greatdane Investment reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Isabel charge for financial advice?
Isabel's firm, Greatdane Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Isabel Biondi based?
Isabel Biondi is based in Franklin, Tennessee.
What does Isabel specialize in?
Isabel's specialties include tax planning, divorce financial planning and estate & legacy planning. Isabel works with ultra high net worth, divorced individuals and multi-generational families.
What credentials does Isabel Biondi hold?
Isabel Biondi holds the CFP credential.
Is Isabel Biondi registered with the SEC?
Yes. Isabel Biondi is registered as an investment adviser representative in CA, IL, TN and TX (CRD 7405563), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Greatdane Investment manage?
Greatdane Investment reports $32.2M across 222 accounts in assets under management.
How do I contact Isabel Biondi?
Through Isabel's website, www.greatdaneinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Greatdane Investment website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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