# Xena Financial Planning

Xena Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/james-hindes

## Regulatory record

- **CRD number:** 333436
- **SEC file number:** 801-134943
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333436

## About

XENA FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in PORTLAND, OR, registered since 2025. The firm manages approximately $104 million in regulatory assets. It employs 4 staff and 2 investment advisers.

## Questions

### What investment activities does Xena Financial Planning undertake directly?

Xena Financial Planning's investment activities are not publicly reported. Firms designated as financial-planning offices often coordinate external manager relationships across traditional and alternative asset classes rather than running internal investment teams. Direct investing, if any, is not visible in the public record.

### How can an external manager or GP engage with Xena Financial Planning?

Engagement is difficult absent a direct introduction from the principal or a trusted intermediary. The firm maintains no public website, contact channels, or professional network presence, meaning unsolicited outreach is effectively blocked.

### Where is Xena Financial Planning headquartered?

A physical office address is not publicly documented. The firm is incorporated in the United States, but the specific city or state of principal operations is not disclosed.

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Last updated: 2026-07-06T01:24:29.251Z

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