Tracy Hawbaker
Cladis Investment Advisory · Billings, Montana
Tracy Hawbaker is a fee-only financial advisor at Cladis Investment Advisory in Billings, Montana. Cladis Investment Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cladis Investment Advisory |
|---|---|
| Based in | Billings, Montana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $242.6M across 274 accounts |
| SEC registration | Investment adviser representative in MT · CRD 4981864 |
| Exams passed | Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.cladisadvisory.com |
How Tracy's firm compares
- Cladis Investment Advisory's average account is about $885,000, from its Form ADV (assets managed divided by 274 accounts).
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Questions about Tracy
Is Tracy Hawbaker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tracy holds no broker registration, and Cladis Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tracy charge for financial advice?
Tracy's firm, Cladis Investment Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tracy Hawbaker based?
Tracy Hawbaker is based in Billings, Montana.
Is Tracy Hawbaker registered with the SEC?
Yes. Tracy Hawbaker is registered as an investment adviser representative in MT (CRD 4981864), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cladis Investment Advisory manage?
Cladis Investment Advisory reports $242.6M across 274 accounts in assets under management.
How do I contact Tracy Hawbaker?
Through Tracy's website, www.cladisadvisory.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
- 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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