Firm
Northwest Straits Financial Services
Bellingham, Washington
Fee-only
Northwest Straits Financial Services at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 11 individual clients, 6 of them high net worth.
- Its average account is about $284,000 (assets it manages divided by its 58 accounts).
- Its hourly rate of $300 is in line with the Washington median of $300.
- It works with clients virtually as well as in person.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellingham, Washington |
|---|---|
| Website | nwstraits.com |
| [email protected] | |
| Phone | (360) 599-5206 |
Northwest Straits Financial Services fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $300 an hour |
|---|---|
| Asset-based fee | 1.95% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"fees are charged at an hourly rate of $300 per hour" source
"$100,000 x 0.1625% = $162.50." source
"fees are charged at an hourly rate of $300 per hour" source
"Financial Planning and Investment Management - fees are asset based" source
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 |
|---|---|
| Assets managed | $16 million |
| Individual clients | 5 |
| High-net-worth clients | 6 |
| Accounts managed | 58 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | May 12, 2026 |
| SEC record | CRD 315904 |