# Kaleen Anderson

> Kaleen Anderson is a fee-only financial advisor at Skyline Financial NW in Portland, Oregon. Kaleen 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.

Page: https://find.wellspent.co/advisors/kaleen-anderson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $148.3M across 610 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 7311738 (https://adviserinfo.sec.gov/individual/summary/7311738)
- **SEC registration:** Investment adviser representative in CA, OR, WA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.skylinefinancialnw.com

## Frequently asked questions

### Is Kaleen Anderson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kaleen 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 Kaleen charge for financial advice?

Kaleen charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

### How much does Kaleen 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 Kaleen Anderson based?

Kaleen Anderson is based in Portland, Oregon.

### What does Kaleen specialize in?

Kaleen's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Kaleen Anderson registered with the SEC?

Yes. Kaleen Anderson is registered as an investment adviser representative in CA, OR and WA (CRD 7311738), 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 Kaleen Anderson?

Through Kaleen's website, www.skylinefinancialnw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7311738): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.skylinefinancialnw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.