Cory Baer
Strait & Sound · Bellevue, Washington
Cory Baer is a fee-only financial advisor at Strait & Sound in Bellevue, Washington. Strait & Sound reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Strait & Sound |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $333.7M across 698 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 6141366 |
| Exams passed | Series 66 (2013) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.straitandsound.com |
| Profile |
How Cory's firm compares
- Strait & Sound's average account is about $478,000, from its Form ADV (assets managed divided by 698 accounts).
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Questions about Cory
Is Cory Baer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and Strait & Sound reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cory charge for financial advice?
Cory's firm, Strait & Sound, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Cory Baer based?
Cory Baer is based in Bellevue, Washington.
Is Cory Baer registered with the SEC?
Yes. Cory Baer is registered as an investment adviser representative in TX and WA (CRD 6141366), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strait & Sound manage?
Strait & Sound reports $333.7M across 698 accounts in assets under management.
How do I contact Cory Baer?
Through Cory's website, www.straitandsound.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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