NW Straits Financial Services fees and pricing

Financial planner in Bellingham, Washington. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 12, 2026, NW Straits Financial Services charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The hourly rate is $300 per hour and is charged in half-hour increments.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees may be paid by check or electronic funds transfer.”
“For fees paid by electronic funds transfer, debit card or credit card, we use an independent third-party payment processor in which you can securely input your banking information and pay your fee.”
“The fee is payable on a monthly basis, in arrears, and is deducted directly from the account(s).”

Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
5 of the 8 other planners in Bellingham that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 11
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $16,450,061
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315904
Website: nwstraits.com (opens in new tab)
Phone: (360) 599-5206

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.