# Diana Harrison

> Diana Harrison is a fee-only financial advisor at Financial Investment Team in Portland, Oregon, who holds the CFP credential. Diana focuses on tax planning, retirement planning and estate & legacy planning. Financial Investment Team reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/diana-harrison/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financial Investment Team
- **Based in:** Portland, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $209.1M across 870 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning
- **CRD:** 4333412 (https://adviserinfo.sec.gov/individual/summary/4333412)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 66 (2001)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.fi-team.com

## Frequently asked questions

### Is Diana Harrison a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Diana holds no broker registration, and Financial Investment Team reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Diana charge for financial advice?

Diana's firm, Financial Investment Team, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Diana Harrison based?

Diana Harrison is based in Portland, Oregon.

### What does Diana specialize in?

Diana's specialties include tax planning, retirement planning and estate & legacy planning.

### What credentials does Diana Harrison hold?

Diana Harrison holds the CFP credential.

### Is Diana Harrison registered with the SEC?

Yes. Diana Harrison is registered as an investment adviser representative in OR, TX and WA (CRD 4333412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Investment Team manage?

Financial Investment Team reports $209.1M across 870 accounts in assets under management.

### How do I contact Diana Harrison?

Through Diana's website, www.fi-team.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4333412): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://fi-team.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.