Brian Harris
Brian Harris is a CFP, PFS-designated registered investment advisor at Strada Financial Group LLC, based in Fairview, OR, with 10 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 206 clients with $130M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees may be negotiable for existing clients. Independent manager fees range from 0.03% to 1.50% and are separate from Strada's advisory fees.
Fee Estimator
Location
1510 NE Village St, Fairview, OR, 97024
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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 ActivitiesSells Insurance
Brian owns Strada Tax & Consulting, providing tax planning and preparation services, dedicating about a quarter of his time. He also holds an insurance license, but spends minimal time on insurance-related activities.
Employment History
Current Registrations
Strada Financial Group LLC
Previous Registrations
Private Client Services, LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 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.