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XENA FINANCIAL PLANNING, LLC
CRD 333436 · SEC 801-134943
650 NE HOLLADAY ST, SUITE 1600, PORTLAND, OR, 97232, United States
Phone
(503) 714-7357
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.5M
Discretionary AUM
$104.5M
Team
4 total employees; 2 advisory reps; 31 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $18.7M |
| High net worth individuals | 51 | $85.8M |
States served
CA, NY, OR, WA, TX
All web addresses on file
- https://xenafp.com
- https://www.facebook.com/Xena-Financial-Planning-105307991270832
- https://www.linkedin.com/in/danikawaddell/
- https://www.instagram.com/danikawaddellcfp/
- https://www.linkedin.com/company/xena-financial-planning/
- https://www.youtube.com/channel/UCFmqD_zyqXYfX5Vzys89imQ
- https://www.linkedin.com/in/james-hindes/
Official SEC filing: View on IAPD