# Diana Jordan

> Diana Jordan is a fee-only financial advisor at Teamwork Financial Group in San Antonio, Texas. Diana charges a percentage of assets (1.2% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Teamwork Financial Group
- **Based in:** San Antonio, Texas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.2% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.01B across 4,648 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1832801 (https://adviserinfo.sec.gov/individual/summary/1832801)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1994), Series 65 (2018)
- **Firm size:** 26 employees
- **Disclosures:** None reported
- **Website:** http://www.teamworkfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Diana holds no broker registration, and Teamwork Financial Group 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 charges a percentage of assets.

### How much does Diana charge?

According to Teamwork Financial Group's website, checked October 30, 2026: 1.2% a year on the first tier of assets managed.

### Where is Diana Jordan based?

Diana Jordan is based in San Antonio, Texas.

### What does Diana specialize in?

Diana's specialties include retirement planning, estate & legacy planning and tax planning. Diana works with retirees and pre-retirees.

### Is Diana Jordan registered with the SEC?

Yes. Diana Jordan is registered as an investment adviser representative in TX (CRD 1832801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Teamwork Financial Group manage?

Teamwork Financial Group reports $1.01B across 4,648 accounts in assets under management.

### How do I contact Diana Jordan?

Through Diana's website, www.teamworkfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1832801): 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://teamworkfinancial.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.