Nicholas Blankl
Consilium Wealth Advisory · West Linn, Oregon
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.
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Specialties
Who they serve
- Multi-generational families
- Founders
Facts
| Firm | Consilium Wealth Advisory |
|---|---|
| Based in | West Linn, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $466.0M across 510 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR, TX · CRD 5665260 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.consilium-llc.com |
| Profile |
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Questions about Nicholas
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.
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
- Consilium Wealth Advisory 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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