Xena Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Xena Financial Planning, LLC provides discretionary investment management and ongoing financial planning primarily to individual and high‑net‑worth clients. Services described in the brochure include retirement and income planning, cash‑flow and debt analysis, college savings, estate and tax‑aware planning, insurance review, and implementation of investment policy statements.
The firm’s investment approach emphasizes passive portfolio construction informed by Modern Portfolio Theory, using low‑cost index mutual funds and ETFs, while also describing the use of fundamental, technical, and cyclical analysis as part of its research toolkit. Clients engage with planners on an ongoing basis to create and monitor customized financial plans, with the ability to impose reasonable account restrictions and receive periodic account reviews.
Compared with many peers, Xena’s materials note the use of third‑party ratings and client testimonials in its marketing and an active program of educational seminars and paid editorial contributions, which the brochure characterizes as purely educational and sometimes provided pro bono. The brochure also discloses legacy custody relationships that include vendor‑service reimbursements from a custodian and a practice of frequently waiving its stated planning fee for larger investment management clients, which are operational features that distinguish the firm from many similar advisors.
Client services
Expertise
Fee options
Financial Planning fees range from $10,000 to $36,000 annually, negotiable and may be waived for clients with AUM over $1,000,000; Educational seminars $500-$4,000 per engagement; Educational articles $350-$4,000 per article.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Minimum fee: Financial Planning fee minimum of $10,000, negotiable and may be waived for clients with AUM over $1,000,000 Fee-only: Fees are paid solely by clients; no commissions or third-party compensation received.
Main office
See office1130 SW Morrison St, Suite 417
Portland OR 97205
Advisors at this office
1
Offices (2)
Most active in
California · New York · Oregon · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Danika W
CFP®, Series 65
Seattle, WA
Xena Financial Planning, LLC
Danika Waddell is a CFP® credentialed financial advisor with seven years of industry experience, currently with Xena Financial Planning, LLC. Her prior roles include four years at Goddard Financial Planning and five years with the predecessor to her current firm. Outside of advisory work, she is CEO of Xena Rising LLC, where she speaks at events and leads retreats for financial advisors. Xena Financial Planning, LLC provides discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm emphasizes passive portfolio construction using low-cost index mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis, and offers services including retirement planning, tax-aware strategies, and estate planning.
James H
CFP®, Series 65
Portland, OR
Xena Financial Planning, LLC
James Hindes is a CFP® and Series 65-licensed financial advisor with seven years of industry experience. He currently works at Xena Financial Planning, LLC and previously provided advisory services at More Signal Planning, LLC, d/b/a ENOW Financial, where he was also owner and Chief Compliance Officer. Prior to his advisory career, he worked at BlueWolf, an IBM company, for seven years. Xena Financial Planning, LLC offers discretionary investment management and ongoing financial planning primarily to individual and high-net-worth clients. The firm employs a passive portfolio construction approach based on Modern Portfolio Theory, utilizing low-cost index funds and ETFs alongside fundamental, technical, and cyclical analysis as part of its research.
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