# Nicholas Blankl

> Nicholas Blankl is a fee-only financial advisor at Consilium Wealth Advisory in West Linn, Oregon, who holds the CFA credential. Nicholas focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Consilium Wealth Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Consilium Wealth Advisory
- **Based in:** West Linn, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $466.0M across 510 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Family wealth transfer, Founders (pre-exit)
- **Works with:** Multi-generational families, Founders
- **CRD:** 5665260 (https://adviserinfo.sec.gov/individual/summary/5665260)
- **SEC registration:** Investment adviser representative in OR, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.consilium-llc.com

## Frequently asked questions

### Is Nicholas Blankl a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Consilium Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nicholas charge for financial advice?

Nicholas's firm, Consilium Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Nicholas Blankl based?

Nicholas Blankl is based in West Linn, Oregon.

### What does Nicholas specialize in?

Nicholas's specialties include estate & legacy planning, family wealth transfer and founders (pre-exit). Nicholas works with multi-generational families and founders.

### What credentials does Nicholas Blankl hold?

Nicholas Blankl holds the CFA credential.

### Is Nicholas Blankl registered with the SEC?

Yes. Nicholas Blankl is registered as an investment adviser representative in OR and TX (CRD 5665260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Consilium Wealth Advisory manage?

Consilium Wealth Advisory reports $466.0M across 510 accounts in assets under management.

### How do I contact Nicholas Blankl?

Through Nicholas's website, www.consilium-llc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5665260): 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://consilium-llc.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.