Firm
Cladis Investment Advisory
Billings, Montana
Fee-only
Cladis Investment Advisory at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 114 individual clients, 46 of them high net worth.
- Its average account is about $885,000 (assets it manages divided by its 274 accounts).
Facts
| Based in | Billings, Montana |
|---|---|
| Website | cladisadvisory.com |
| Phone | (406) 259-4939 |
Cladis Investment Advisory fees
Cladis Investment Advisory doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $243 million |
| Individual clients | 68 |
| High-net-worth clients | 46 |
| Accounts managed | 274 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-126137) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 153873 |