XENA FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$104,461,476
Discretionary
$104,461,476
Non-discretionary
$0
Firm details
- CRD number
- 333436
- SEC file number
- 801-134943
- Main office
- PORTLAND, OR, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://xenafp.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.