SKYLINE FINANCIAL NORTHWEST
SEC RegisteredBring form to your financial future.
About the firm
Skyline Financial is an independent, fee-only fiduciary firm that provides financial planning and wealth management services. They are not affiliated with any bank, insurance company, brokerage firm, or other financial institution, and are compensated solely by their clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning (including cash flows, retirement, and tax planning) and wealth management (data-informed investment management combined with ongoing financial planning).
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 42 | $13M |
| High Net Worth Individuals | 77 | $120M |
| Charitable Organizations | 13 | $13M |
| State/Municipal Entities | 1 | — |
1 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 0.90% |
| Next $1,000,000 | 0.75% |
| Next $3,000,000 | 0.60% |
| Over $5,000,000 | 0.45% |
Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SKYLINE FINANCIAL NORTHWEST has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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