Diana Harrison is a CFP-designated registered investment advisor at Financial Investment Team ("fit"), based in La Center, WA, with 25 years of industry experience. Diana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 303 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1M+ | 1.10% |
For balances over $1,000,000, a flat 1.10% rate applies to all assets. Legacy clients may be on a different historical fee schedule.
Fee Estimator
Location
La Center, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Diana is the owner and investment advisor representative at Financial Investment Team, Inc., dedicating full-time hours to investment advisory and planning services. She also owns Plus Tax, Inc., providing tax planning and preparation services, and spends about half her time on this during tax season and about 10-20% of her time outside of tax season. Additionally, Diana is a member of Thunder Paws Farm, LLC, spending minimal time collecting rent for the dog training area.
Employment History
Current Registrations
Financial Investment Team ("fit")
Previous Registrations
Peak Brokerage Services, LLCBroker
Next Financial Group, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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