Firm
Financial Investment Team
Portland, Oregon
Fee-only
Financial Investment Team at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 5 employees and 303 individual clients, 24 of them high net worth.
- Its average account is about $240,000 (assets it manages divided by its 870 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | fi-team.com |
| [email protected] | |
| Phone | (503) 906-5205 |
Financial Investment Team fees
Financial Investment Team doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $209 million |
| Individual clients | 279 |
| High-net-worth clients | 24 |
| Accounts managed | 870 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-114111) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 145724 |