Financial Investment Team ("FIT") fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For non-advisory clients, the preparation of a financial plan is billed at $500 per hour, with invoices issued monthly as services are provided.”

Flat or project fee

$4,000

“The minimum cost for a comprehensive financial plan is $4,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Financial Investment Team ("FIT") bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee invoices will be mailed by us to Clients when required by law.”
• “Where applicable, financial planning services will be billed monthly as the services are performed.”
• “Bills will be due and payable within ten days from the date of invoice.”

How Financial Investment Team ("FIT")’s fees compare

• Its hourly rate of $500 is above the Oregon median of $250. 96% of the 123 other Oregon planners that publish an hourly rate charge less.
• 33 of the 34 other planners in Portland that publish an hourly rate charge less.
• Its flat or project fee of $4,000 matches the Oregon median of $4,000. 47% of the 92 other Oregon planners that publish a flat or project fee charge less.
• 10 of the 22 other planners in Portland that publish a flat or project fee charge less.

About Financial Investment Team ("FIT")

• Firm size: 5 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.6% a year

Clients

303

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops

Assets managed

$209,144,352

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145724

Website

fi-team.com (opens in new tab)

Phone

(503) 906-5205

Can advise clients in 5 states: Arizona, California, Oregon, Texas, Washington

Other planners in Portland that publish fees

• Apm WealthPortland$250/hr, $1,299/mo
• Becker Capital Management, Inc.Portland$100⁠-⁠$500/hr
• Blue Water WealthPortland$2,000⁠-⁠$20,000
• Blueprint Financial Advisors, LLCPortland$250/hr
• Burgess Financial PlanningPortland$360/hr
• CLS Financial Advisors, Inc.Portland$350/hr, $1,000⁠-⁠$10,000

Compare all 63 planners in Portland