Advisor at Strada Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strada Financial Group LLC
Location
Boring, OR 97009
Credentials
CFP®, PFS™, Series 66
Industry experience
10 years
Brian Harris is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with 10 years of industry experience. He is currently with Strada Financial Group LLC, where he has worked since 2015, including a period with Avantax Insurance Agency LLC. Harris is also the owner and advisor of Strada Tax & Consulting, a tax planning and preparation business. Strada Financial Group serves individuals, businesses, and nonprofit organizations by providing portfolio management, financial planning, and consulting services. The firm follows a Modern Portfolio Theory approach, emphasizing asset allocation and diversification, and offers integrated tax and accounting support through its affiliated accounting practice.
Based on Strada Financial Group LLC
Based on Strada Financial Group LLC
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.15% $1,000,001+: 1.00%
Insurance products commissions earned by Representatives (conflict of interest disclosed)
Financial Planning billed at $250 per hour
Fee-only: Standalone Financial Planning: $750 to $5,000; Hourly Financial Planning: $250/hour; Financial Consulting: 0.05% to 0.30% of net worth; Due diligence fees: $1,500 to $2,500 per investment
28600 Se Highway 212
Boring, OR 97009
Oregon · Texas · Utah · Washington
Strada Financial Group LLC
2022 - Present (4 years)
Avantax Insurance Agency LLC
2018 - 2022 (4 years)
Strada Financial Group LLC
2015 - Present (11 years)
Avantax Investment Services, INC.
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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