Adam Van Ness
Northwest Straits Financial Services · Bellingham, Washington
Adam Van Ness is a fee-only financial advisor at Northwest Straits Financial Services in Bellingham, Washington. Adam charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee ($300 an hour and 1.95% a year on the first tier of assets managed) and focuses on retirement planning.
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Specialties
Facts
| Firm | Northwest Straits Financial Services |
|---|---|
| Based in | Bellingham, Washington |
| Fee model | Percentage of assets · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | $300 an hour · 1.95% a year on the first tier of assets managed |
| Works virtually | Yes |
| Assets under management | $16.5M across 58 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4976468 |
| Exams passed | Series 65 (2021) · Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.nwstraits.com |
How Adam's firm compares
- The hourly rate is $300, in line with the Washington median of $300 for fee-only firms that publish prices.
- Northwest Straits Financial Services's average account is about $284,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Adam
Is Adam Van Ness a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Northwest Straits Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Adam charge?
According to Northwest Straits Financial Services's website, checked October 30, 2026: $300 an hour; 1.95% a year on the first tier of assets managed.
Does Adam work with clients virtually?
Yes. Northwest Straits Financial Services says on its website that it works with clients remotely.
Where is Adam Van Ness based?
Adam Van Ness is based in Bellingham, Washington.
What does Adam specialize in?
Adam's specialties include retirement planning.
Is Adam Van Ness registered with the SEC?
Yes. Adam Van Ness is registered as an investment adviser representative in WA (CRD 4976468), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northwest Straits Financial Services manage?
Northwest Straits Financial Services reports $16.5M across 58 accounts in assets under management.
How do I contact Adam Van Ness?
Through Adam's website, www.nwstraits.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
- Northwest Straits Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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