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 registered investment adviser that positions itself as a boutique planner and portfolio manager for individuals and families. The firm is organized as an LLC and lists SEC registration in 2025. Its client work centers on financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars and workshops. Compensation is a combination of an asset-based fee and fixed fees. The firm reports it does not act as a capital allocator and does not emphasize ESG in its investment approach. Services are aimed at retail clients rather than institutional or pension sponsors.
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 2
James Hindes
PartnerCRD 7049120
Danika Waddell
PartnerCRD 6525200
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$105M in ETFs
100%
$105M
<1%
$316K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $15.9M | 23,209 | 15.15% |
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
- 1130 Sw Morrison St
- Time zone
- PT (UTC-8)
- Office locations
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