Allied Investment Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$200/hr

“Fees are negotiable and based on an hourly fee ranging from $75- $200/ hour.”

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

How Allied Investment Advisors LLC bills

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

• “Fees for the initial quarter will be adjusted pro-rata based on the number of calendar days in the calendar quarter in which the Allied Investment Advisors Investment Management Client Agreement goes into effect based on the initial account funding amounts.”
• “Our standard billing method is billing fees in arrears based on the value of assets under management as of the last day of the billing period.”
• “The compensation method is explained and agreed upon in advance before any services are rendered.”

How Allied Investment Advisors LLC’s fees compare

• Its hourly rate of $75-$200 is below the Montana median of $300. 5% of the 20 other Montana planners that publish an hourly rate charge less.
• None of the 4 other planners in Billings that publish an hourly rate charge less.

About Allied Investment Advisors LLC

• Firm size: 12 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Divorce
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

953

Employees

12

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and other services

Assets managed

$1,488,036,876

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

159103

Website

linkedin.com/company/allied-investment-advisors (opens in new tab)

Phone

(406) 839-2037

Can advise clients in 13 states: Alaska, Arizona, California, Colorado, Idaho, Montana, North Dakota, Nebraska, South Dakota, Tennessee, Texas, Washington, Wyoming

Other planners in Billings that publish fees

• Capstone WealthBillings$300/hr, $2,500/qtr
• Cladis Investment Advisory LLCBillings$200/hr
• Evergreen Financial GroupBillings$300/hr, $500⁠-⁠$4,500
• Investment Management GroupBillings$2,500, $2,400/yr
• Stapleton Financial GroupBillings$250/hr

Compare all 7 planners in Billings