Firm
3rd Creek
Incline Village, Nevada
Fee-only
3rd Creek at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 100 individual clients, 42 of them high net worth.
- Its average account is about $470,000 (assets it manages divided by its 436 accounts).
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Incline Village, Nevada |
|---|---|
| Website | 3rdcreek.com |
| Phone | (775) 832-9222 |
3rd Creek fees
3rd Creek doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $205 million |
| Individual clients | 58 |
| High-net-worth clients | 42 |
| Accounts managed | 436 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-120802) |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 115945 |