Cladis Investment Advisory LLC fees and pricing

Financial planner in Billings, Montana. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Cladis Investment Advisory LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Billing Period Market Value of Assets Under Management as of March 31 Quarterly Fee Paid in Advance [($1,154,688 X .01/365) X 91] Agreement Termination Date # of Unearned Days Calculated Fee to be Returned [($2,878.81/91) X 51] 2nd Quarter April 1st – June 30th 91 days $1,154,688.00 $2,878.81 May 10 51 $1,613.40…”

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

“Market Value of Assets Managed $999,999 or less $1,000,000 to $2,499,999 $2,500,000 to $4,999,999 $5,000,000 to $10,000,000 Above $10,000,000 Clients authorize fees to be deducted from their accounts or clients can choose to be billed directly.”
“Fees are payable quarterly in advance and based on the market value of the portfolio at the end of the previous quarter.”
“Negotiated flat fees will be billed the date the agreement is signed and pro-rated for the number of days left in the quarter the agreement was executed.”

Its hourly rate of $200 is below the Montana median of $300. 15% of the 20 other Montana planners that publish an hourly rate charge less.
1 of the 4 other planners in Billings that publish an hourly rate charge less.

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: 1.25% a year
Clients: 114
Employees: 3
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $242,614,579
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 153873
Website: linkedin.com/in/tracy-hawbaker-383b2b95 (opens in new tab)
Phone: (406) 259-4939

Can advise clients in 2 states: Montana, Nebraska

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.