Amanda Sletmoe
Skyline Financial NW · Portland, Oregon
Amanda Sletmoe is a fee-only financial advisor at Skyline Financial NW in Portland, Oregon. Amanda charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $4,500 a year and one-time plans from $4,000) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Skyline Financial NW |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,500 a year · One-time plans from $4,000 · 0.9% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $148.3M across 610 accounts |
| SEC registration | Investment adviser representative in CA, OR, TX · CRD 8161666 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.skylinefinancialnw.com |
| Profile |
How Amanda's firm compares
- Ongoing planning starts at $4,500 a year, in line with the Oregon median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $4,000, above the Oregon median of $2,500 for fee-only firms that publish prices.
- Skyline Financial NW's average account is about $243,000, from its Form ADV (assets managed divided by 610 accounts).
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Questions about Amanda
Is Amanda Sletmoe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Skyline Financial NW reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Amanda charge?
According to Skyline Financial NW's website, checked October 30, 2026: ongoing planning from $4,500 a year; one-time plans from $4,000; 0.9% a year on the first tier of assets managed.
Where is Amanda Sletmoe based?
Amanda Sletmoe is based in Portland, Oregon.
What does Amanda specialize in?
Amanda's specialties include retirement planning, estate & legacy planning and tax planning.
Is Amanda Sletmoe registered with the SEC?
Yes. Amanda Sletmoe is registered as an investment adviser representative in CA, OR and TX (CRD 8161666), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Skyline Financial NW manage?
Skyline Financial NW reports $148.3M across 610 accounts in assets under management.
How do I contact Amanda Sletmoe?
Through Amanda's website, www.skylinefinancialnw.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
- Skyline Financial NW 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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