Xena Financial Planning, LLC's Form ADV discloses 1.00% on the first $1 million, 0.50% on the next $4 million, and 0.35% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #333436), Xena Financial Planning, LLC is subject to fiduciary duty under federal law.
Xena Financial Planning, LLC is headquartered in PORTLAND, OR.
Xena Financial Planning, LLC serves 51 high-net-worth clients according to their SEC filing dated September 2, 2026. View client details ↓
According to their SEC Form ADV, Xena Financial Planning, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
Xena Financial Planning, LLC manages $104 million in client assets according to their SEC filing dated September 2, 2026.
According to their SEC Form ADV, Xena Financial Planning, LLC serves high-net-worth individuals. View client details ↓