Cloud Investments, LLC fees and pricing
Financial planner in Huntsville, Alabama. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 12, 2026, Cloud Investments, LLC charges a flat or project fee of $200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $200-$2,000
“Services are offered based on a flat fee between $200 and $2,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cloud Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee may be negotiable depending upon the amount of assets and client relationship.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
- “The annual fee is negotiable and may be charged as a percentage of the Included Assets.”
How Cloud Investments, LLC’s fees compare
- Its flat or project fee of $200-$2,000 is below the Alabama median of $5,075. 11% of the 35 other Alabama planners that publish a flat or project fee charge less.
- 1 of the 5 other planners in Huntsville that publish a flat or project fee charge less.
About Cloud Investments, LLC
- Firm size: 6 employees.
- Registered as an adviser: 2018 (8 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.8% a year
- Clients
- 980
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $404,025,477
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281915
- Phone
- (256) 715-0094
Can advise clients in 7 states: Alabama, Colorado, Florida, Georgia, Minnesota, Tennessee, Texas
Other planners in Huntsville that publish fees
- Brighthaven Financial AdvisorsHuntsville$250/hr, $500-$800
- Capital Stewards, LLCHuntsville$1,500
- Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500-$5,000
- Infinity Tax & Financial PlanningHuntsville$150-$500/hr, $250-$5,000
- Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr
- Planalto FinancialHuntsville$150/hr, $2,400-$5,000
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.