Skyline Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Skyline Wealth Management provides fee‑only wealth management and financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, and corporate clients. Its services include portfolio management for individual accounts, integrated financial planning at client election, and ongoing retirement plan consulting and discretionary plan management for employer plan sponsors.
The firm’s investment approach is grounded in modern portfolio theory and an asset‑allocation process that blends passive and active strategies. Skyline implements client portfolios using model portfolios available through Schwab’s Model Market Center and, when appropriate, outside managers, while retaining discretion to trade, accommodate client‑imposed restrictions, and monitor third‑party managers through due diligence and periodic reviews.
Noteworthy for a firm in this regulatory category, Skyline emphasizes pension consulting and retirement plan selection/management and formally recommends and selects other advisers and outside managers for client accounts. The firm is fee‑only, generally recommends custody and execution on an institutional Schwab platform, and discloses that its principal maintains an insurance license but does not sell insurance products to clients.
Client services
Expertise
Occupation focus
Fee options
$1 - $500,000: 1.0% $500,000 - $1,000,000: 0.85% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%
Fee-only: Fee-only firm; all compensation from clients, no commissions or sales-based fees
Main office
237 N Burlington Ave Ste 216
Hastings NE 68901
Advisors at this office
1
Most active in
Nebraska
Also doing business as
Skyline Financial Services, LLC · Skyline Wealth Management
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.
Forms ADV
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