# Xena Financial Planning, LLC

> Xena Financial Planning, LLC is an SEC-registered investment advisory firm in Portland, OR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 333436
- Filed as: XENA FINANCIAL PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333436
- AdvisorCensus page: https://advisorcensus.com/firm/xena-financial-planning-llc-portland-or-333436

## Quick answers

**How is Xena Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Xena Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Xena Financial Planning, LLC located?**
Xena Financial Planning, LLC's principal office is in Portland, OR, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Xena Financial Planning, LLC registered with the SEC or a state?**
Xena Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333436.

**How much does Xena Financial Planning, LLC manage?**
Xena Financial Planning, LLC reports $104,461,476 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**What types of clients does Xena Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (51).

**Which custodians does Xena Financial Planning, LLC use?**
Xena Financial Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Xena Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333436

**Does Xena Financial Planning, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 27, 2026 says: "We do not have a minimum account size requirement."

**What changed in Xena Financial Planning, LLC's recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 27, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $104,461,476
- Discretionary: $104,461,476
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $18,661,550 |
| High net worth individuals | 51 | $85,799,926 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Seattle, WA

### Websites listed on Form ADV (Item 1.I)
- xenafp.com
- Facebook @Xena-Financial-Planning-105307991270832
- Instagram @danikawaddellcfp
- LinkedIn @xena-financial-planning
- LinkedIn @danikawaddell
- LinkedIn @james-hindes
- YouTube @UCFmqD_zyqXYfX5Vzys89imQ

## Changes in the filing (last 12 months)

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Xena Financial Planning, LLC (CRD 333436): Form ADV filing data as of October 2026.