Kaleen Anderson
Skyline Financial NW · Portland, Oregon
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.
Request an introduction to Kaleen →
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, WA · CRD 7311738 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.skylinefinancialnw.com |
| Profile |
How Kaleen'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).
Request an introduction to Kaleen
Tell Kaleen a little about what you're looking for. Kaleen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kaleen
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.
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.
See something wrong? Request a correction. Read our methodology.