# Gwen Straley

> Gwen Straley is a fee-only financial advisor at 3rd Creek in Incline Village, Nevada, who holds the CFP credential. Gwen 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/gwen-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
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing, Tax planning, Estate & legacy planning
- **CRD:** 6447170 (https://adviserinfo.sec.gov/individual/summary/6447170)
- **SEC registration:** Investment adviser representative in NV, WA
- **Exams passed:** Series 65 (2014)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://3rdcreek.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Gwen 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 Gwen charge for financial advice?

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

### Where is Gwen Straley based?

Gwen Straley is based in Incline Village, Nevada.

### What does Gwen specialize in?

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

### What credentials does Gwen Straley hold?

Gwen Straley holds the CFP credential.

### Is Gwen Straley registered with the SEC?

Yes. Gwen Straley is registered as an investment adviser representative in NV and WA (CRD 6447170), 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 Gwen Straley?

Through Gwen's website, 3rdcreek.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6447170): 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.