XENA FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 333436
- Registered since
- December 12, 2025
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.14%
- Individuals17.86%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Xena Financial Planning, LLC is an independent, SEC-registered registered investment adviser operating as an LLC. The firm focuses on individual and family clients and reports offering advisory services that include comprehensive financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee arrangements combine percentage-of-assets and fixed-fee engagements. Xena does not identify as an ESG- or multi-state specialist and does not function as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities14%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Contacts
2 of 2James Hindes
PartnerCRD 7049120
DANIKA WADDELL
PartnerCRD 6525200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$89.4M in ETFs
100%
$89.1M
<1%
$358K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $14.2M | 23,800 | 15.93% |
Location
PORTLAND, OR
MULTNOMAH
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- MULTNOMAH
- Address
- 650 NE Holladay St
- Time zone
- PT (UTC-8)
- Office locations
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