Diana Harrison
Financial Investment Team · Portland, Oregon
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.
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Specialties
Facts
| Firm | Financial Investment Team |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $209.1M across 870 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 4333412 |
| Exams passed | Series 66 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.fi-team.com |
| Profile |
How Diana's firm compares
- Financial Investment Team's average account is about $240,000, from its Form ADV (assets managed divided by 870 accounts).
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Questions about Diana
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Financial Investment Team website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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