# Todd Potter

> Todd Potter is a fee-only financial advisor at Greatdane Investment in Moline, Illinois. Todd 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.

Page: https://find.wellspent.co/advisors/todd-potter/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Greatdane Investment
- **Based in:** Moline, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $32.2M across 222 accounts
- **Specialties:** Tax planning, Divorce financial planning, Estate & legacy planning
- **Works with:** Ultra high net worth, Divorced individuals, Multi-generational families
- **CRD:** 4167814 (https://adviserinfo.sec.gov/individual/summary/4167814)
- **SEC registration:** Investment adviser representative in CA, IL, TN, TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.greatdaneinvestment.com

## Frequently asked questions

### Is Todd Potter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Todd 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 Todd charge for financial advice?

Todd's firm, Greatdane Investment, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Todd Potter based?

Todd Potter is based in Moline, Illinois.

### What does Todd specialize in?

Todd's specialties include tax planning, divorce financial planning and estate & legacy planning. Todd works with ultra high net worth, divorced individuals and multi-generational families.

### Is Todd Potter registered with the SEC?

Yes. Todd Potter is registered as an investment adviser representative in CA, IL, TN and TX (CRD 4167814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Greatdane Investment manage?

Greatdane Investment reports $32.2M across 222 accounts in assets under management.

### How do I contact Todd Potter?

Through Todd's website, www.greatdaneinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4167814): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.greatdaneinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.