Gwen Straley
3rd Creek · Incline Village, Nevada
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.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NV, WA · CRD 6447170 |
| Exams passed | Series 65 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | 3rdcreek.com |
How Gwen'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 Gwen
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.
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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