Alejandra Peña
Modernist Financial · Portland, Oregon
Alejandra Peña is a fee-only financial advisor at Modernist Financial in Portland, Oregon. Alejandra focuses on tax planning, estate & legacy planning and small business owners. Modernist Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Modernist Financial |
|---|---|
| Based in | Portland, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $113.3M across 264 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7872491 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.modernistfinancial.com |
| Profile |
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Questions about Alejandra
Is Alejandra Peña a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alejandra holds no broker registration, and Modernist Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alejandra charge for financial advice?
Alejandra's firm, Modernist Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alejandra Peña based?
Alejandra Peña is based in Portland, Oregon.
What does Alejandra specialize in?
Alejandra's specialties include tax planning, estate & legacy planning, small business owners and sustainable & impact investing. Alejandra works with founders.
Is Alejandra Peña registered with the SEC?
Yes. Alejandra Peña is registered as an investment adviser representative in OR (CRD 7872491), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Modernist Financial manage?
Modernist Financial reports $113.3M across 264 accounts in assets under management.
How do I contact Alejandra Peña?
Through Alejandra's website, www.modernistfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Modernist Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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