Danika Waddell
Xena Financial Planning · Seattle, Washington
Danika Waddell is a fee-only financial advisor at Xena Financial Planning in Seattle, Washington, who holds the CFP credential. Xena Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Xena Financial Planning |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $104.5M across 384 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 6525200 |
| Exams passed | Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | xenafp.com |
How Danika's firm compares
- Xena Financial Planning's average account is about $272,000, from its Form ADV (assets managed divided by 384 accounts).
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Questions about Danika
Is Danika Waddell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Danika holds no broker registration, and Xena Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Danika charge for financial advice?
Danika's firm, Xena Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Danika Waddell based?
Danika Waddell is based in Seattle, Washington.
What credentials does Danika Waddell hold?
Danika Waddell holds the CFP credential.
Is Danika Waddell registered with the SEC?
Yes. Danika Waddell is registered as an investment adviser representative in OR, TX and WA (CRD 6525200), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Xena Financial Planning manage?
Xena Financial Planning reports $104.5M across 384 accounts in assets under management.
How do I contact Danika Waddell?
Through Danika's website, xenafp.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
- 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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