# XENA FINANCIAL PLANNING, LLC

XENA FINANCIAL PLANNING, LLC of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 333436
- Type: SEC-registered investment adviser
- SEC file number: 801-134943
- Location: 650 NE HOLLADAY ST, SUITE 1600, PORTLAND, OR, 97232
- Phone: (503) 714-7357
- Latest filing: 2026-04-27
- Regulatory AUM: $104.5M
- Discretionary AUM: $104.5M
- Clients: 4
- Accounts: 384

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| James Barrett Hindes | PARTNER, CHIEF COMPLIANCE OFFICER, MEMBER | — |
| Danika Bondi Waddell | PARTNER, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333436/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333436/similar
- Related entities: https://search.stillhousedata.com/firm/333436/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333436

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.