X
$104.5M Total AUM
$104.5M Disc. AUM
-- 3Y CAGR
4 Employees
149 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-2024
- Office Locations
- 2
Office Locations
5470 Shilshole AVE NW STE 510-B Seattle WA
650 NE Holladay ST Suite 1600 Portland OR
About Xena Financial Planning, LLC
Xena Financial Planning is a fee-only firm providing ongoing financial planning for women in tech and their families, with deep experience in equity compensation, company stock and charitable giving. The team of four CFP professionals expanded after a 2024 merger with ENOW Financial Planning and is currently accepting new clients. Custody is supported via Charles Schwab and Altruist.
Team overview
47 AVG AGE
$52.2M AVG AUM / ADVISOR
$701.1K AVG AUM / CLIENT
1.7 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
James Barrett Hindes
Chief Compliance Officer, Partner
- CRD
- #7049120
- Ownership
- 50% but less than 75%
Available
Available
Available
DANIKA BONDI WADDELL
PARTNER
- CRD
- #6525200
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,461,476 | $272,035 |
| Non-Discretionary | $0 | -- |
| Total | $104,461,476 | $272,035 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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