Firm
Skyline Financial NW
Portland, Oregon
Fee-only
Skyline Financial NW at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 119 individual clients, 77 of them high net worth.
- Its average account is about $243,000 (assets it manages divided by its 610 accounts).
- Its ongoing planning fee starts at $4,500 a year, in line with the Oregon median of $5,000.
- Its website says it's taking new clients.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | skylinefinancialnw.com |
| [email protected] | |
| Phone | (888) 739-7369 |
Skyline Financial NW fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,500 a year |
|---|---|
| One-time plan | From $4,000 |
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"There is a minimum fee of $4,500 per year for each client." source
"Plans typically run between $4,000 – $10,000, depending on complexity." source
"0.90%" source
"Plans typically run between $4,000 – $10,000, depending on complexity. It is a one-time fee, defined at the outset." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $148 million |
| Individual clients | 42 |
| High-net-worth clients | 77 |
| Accounts managed | 610 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-133826) |
| Financial planning | Offered |
| Form ADV filed | March 29, 2026 |
| SEC record | CRD 146844 |