Aaron Hillman is a CFP-designated registered investment advisor at Skyline Financial Northwest, based in Portland, OR, with 17 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 100 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
Minimum account advisory fee of $4,500 per year applies. Accounts exceeding $500,000 receive a 50% discount on financial planning services. Accounts exceeding $1,000,000 receive a 100% discount on financial planning services.
Fee Estimator
Location
2121 SW Broadway, Suite 100, Portland, OR, 97201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Aaron is a partner at OPM, LLC, focusing on property analysis, management of existing holdings, and other real estate-related activities. He dedicates a few hours per week to this business.
Employment History
Current Registrations
Skyline Financial Northwest
Previous Registrations
Cascade Wealth Management, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.