Skyline Financial Northwest
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$133,085,520
Clients
119
Advisors
3
of 3 employees
About
Skyline Financial Northwest provides fee-only financial planning and investment advisory services to individuals, trusts, estates, small businesses, and qualified retirement plans. Its offerings include ongoing discretionary portfolio management, one-time asset allocation or investment analyses, and pension/retirement-plan consulting services.
The firm structures portfolios around client-specific Investment Policy Statements and emphasizes low-cost, broadly diversified allocations built principally with passive vehicles while using fundamental, technical, and cyclical analysis to select and monitor holdings. Skyline also engages sub‑advisors (including Dimensional Fund Advisors) and uses third‑party platforms and custodians to execute and aggregate retirement-plan management.
Distinctive operational features include recent SEC registration and a compact three-advisor team managing both individual and plan fiduciary work, plus formal procedures for third‑party standing authorizations and fee deductions that address inadvertent custody risk. The combination of sub‑advisor relationships, outsourced order/aggregation tools for employer plans, and an IPS-driven discretionary process with a published code of ethics differentiates its setup from many similarly sized support-model RIAs.
Client services
Expertise
Fee options
Financial planning fixed fee projects with minimum $4,000
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.45%
$100/hour for support staff; $200/hour for non-CFP advisors; $300/hour for CFP advisors
Account minimum: $500,000 Minimum fee: $4,500 annual minimum fee per client Fee-only: Financial planning fees: hourly rates $100-$300/hour; fixed fee minimum $4,000; fees negotiable; discounts on planning fees for accounts over $500,000 or $1,000,000
Main office
2121 SW Broadway, Suite 100
Portland OR 97201
Advisors at this office
3
Most active in
California · Oregon · Texas · Washington
Also doing business as
Skyline Financial Northwest · Skyline Financial Northwest LLC · Skyline Financial Northwest, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Amanda S
Series 65
Portland, OR
Skyline Financial Northwest
Amanda Sletmoe is a financial advisor at Skyline Financial Northwest with a Series 65 credential and seven years of experience at the firm. Prior to joining Skyline, she worked with Portland Parks and Recreation and Multnomah Athletic Club. Skyline Financial Northwest provides fee-only financial planning and investment advisory services to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes client-specific Investment Policy Statements and low-cost, broadly diversified portfolios mainly using passive vehicles, supported by fundamental, technical, and cyclical analysis, and incorporates sub-advisors and third-party platforms to manage retirement plans.
Kaleen A
Series 65
Portland, OR
Skyline Financial Northwest
Kaleen Anderson is a financial advisor at Skyline Financial Northwest with five years of industry experience. She holds a Series 65 designation and has worked at Skyline Financial Northwest since 2019. Her prior roles include positions at Modernist Financial and North, as well as self-employment and work at DLR Farms. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes low-cost, passive investment vehicles and ETFs, using a written Investment Policy Statement for each client and incorporating fundamental, technical, and cyclical data in portfolio management.
Aaron H
CFP®, Series 65
Portland, OR
Skyline Financial Northwest
Aaron Hillman is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Skyline Financial Northwest in Portland, OR since 2008. He holds a Series 65 license and is a partner in OPM, LLC, a private real estate business focused on property analysis and management. Skyline Financial Northwest provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, small businesses, and qualified retirement plans. The firm emphasizes structured portfolios based on written Investment Policy Statements, favoring low-cost passive vehicles and ETFs, and offers additional services including pension consulting and one-time asset allocation analyses.
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