Diana Jordan
Teamwork Financial Group · San Antonio, Texas
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $1.01B across 4,648 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1832801 |
| Exams passed | Series 63 (1994) · Series 65 (2018) |
| Firm size | 26 employees |
| Disclosures | None reported |
| Website | www.teamworkfinancial.com |
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Questions about Diana
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.
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
- Teamwork Financial Group 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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