# Dave Straley

> Dave Straley is a fee-only financial advisor at 3rd Creek in Incline Village, Nevada. Dave focuses on sustainable & impact investing, tax planning and estate & legacy planning. 3rd Creek reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dave-straley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 3rd Creek
- **Based in:** Incline Village, Nevada
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $204.9M across 436 accounts
- **Specialties:** Sustainable & impact investing, Tax planning, Estate & legacy planning
- **CRD:** 1457197 (https://adviserinfo.sec.gov/individual/summary/1457197)
- **SEC registration:** Investment adviser representative in NV
- **Exams passed:** Series 65 (2000)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://3rdcreek.com/

## Frequently asked questions

### Is Dave Straley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dave holds no broker registration, and 3rd Creek reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dave charge for financial advice?

Dave's firm, 3rd Creek, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dave Straley based?

Dave Straley is based in Incline Village, Nevada.

### What does Dave specialize in?

Dave's specialties include sustainable & impact investing, tax planning and estate & legacy planning.

### Is Dave Straley registered with the SEC?

Yes. Dave Straley is registered as an investment adviser representative in NV (CRD 1457197), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 3rd Creek manage?

3rd Creek reports $204.9M across 436 accounts in assets under management.

### How do I contact Dave Straley?

Through Dave's website, 3rdcreek.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1457197): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.3rdcreek.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.