Skyline Financial Northwest fees and pricing

Financial planner in Portland, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 29, 2026, Skyline Financial Northwest charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “$100/hour for support staff $200/hour for non-CFP® advisors $300/hour for CFP® advisors For financial planning contracts that are terminated early, the client will receive all advisor generated work produced up to the date of termination once the final bill has been settled.”

Payment and refund terms, quoted from the fee section of the brochure.

“For financial planning work, SFNW can charge by the hour or on a fixed price for a fixed scope basis as agreed to in advance by the client and the advisor.”
“Financial planning fees are typically paid half at contract signing, and half upon delivery and acceptance of the final plan.”
“When financial planning fees are due, the advisor will provide an invoice that contains the fee, the formula or basis for the fee, the actual calculation of the fee if applicable, and the time period covered.”

Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
20 of the 34 other planners in Portland that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.9% a year
Clients: 119
Employees: 3
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $148,256,886
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 146844
Website: skylinefinancialnw.com (opens in new tab)
Phone: (888) 739-7369

Can advise clients in 4 states: California, Oregon, Texas, Washington

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.