Nicholas Pihl
Pihl Financial Planning · Milwaukie, Oregon
Nicholas Pihl is a fee-only financial advisor at Pihl Financial Planning in Milwaukie, Oregon, who holds the CFA and CFP credentials. Nicholas focuses on retirement planning and estate & legacy planning. Pihl Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Pihl Financial Planning |
|---|---|
| Based in | Milwaukie, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $23.1M across 104 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in NM, OR, TX, WA · CRD 6545502 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | pihlfinancialplanning.com |
| Profile |
How Nicholas's firm compares
- Pihl Financial Planning's average account is about $222,000, from its Form ADV (assets managed divided by 104 accounts).
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Questions about Nicholas
Is Nicholas Pihl a fee-only financial advisor?
Yes. Nicholas Pihl is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Nicholas's firm.
How does Nicholas charge for financial advice?
Nicholas's firm, Pihl Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Nicholas Pihl based?
Nicholas Pihl is based in Milwaukie, Oregon.
What does Nicholas specialize in?
Nicholas's specialties include retirement planning and estate & legacy planning. Nicholas works with pre-retirees.
What credentials does Nicholas Pihl hold?
Nicholas Pihl holds the CFA and CFP credentials.
Is Nicholas Pihl registered with the SEC?
Yes. Nicholas Pihl is registered as an investment adviser representative in NM, OR, TX and WA (CRD 6545502), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Pihl Financial Planning manage?
Pihl Financial Planning reports $23.1M across 104 accounts in assets under management.
How do I contact Nicholas Pihl?
Through Nicholas's website, pihlfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Pihl Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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