Dave Straley
3rd Creek · Incline Village, Nevada
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.
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Specialties
Facts
| Firm | 3rd Creek |
|---|---|
| Based in | Incline Village, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $204.9M across 436 accounts |
| SEC registration | Investment adviser representative in NV · CRD 1457197 |
| Exams passed | Series 65 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | 3rdcreek.com |
| Profile |
How Dave's firm compares
- 3rd Creek's average account is about $470,000, from its Form ADV (assets managed divided by 436 accounts).
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Questions about Dave
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.
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
- 3rd Creek 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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