Xena Financial Planning, LLC

Overview

Xena Financial Planning, LLC is an independent, individual-owned registered investment adviser that entered SEC registration in 2025. The firm serves individual and family clients, offering fee arrangements that include both percentage-of-AUM and fixed-fee engagements. Core services listed in filings include comprehensive financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Xena does not position itself as a capital allocator and does not identify as an active ESG investor or a multi-state adviser in its disclosures. The firm’s model appears oriented toward personalized wealth planning and investment management rather than institutional or pension consulting.

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Location & Offices