# Donald Hejna

> Donald Hejna is a fee-only financial advisor at Stantum in Los Altos, California, who holds the CFA credential. Donald focuses on retirement planning, tax planning and family wealth transfer. Stantum reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/donald-hejna/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stantum
- **Based in:** Los Altos, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $29.6M across 26 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Tax planning, Family wealth transfer
- **CRD:** 6291924 (https://adviserinfo.sec.gov/individual/summary/6291924)
- **SEC registration:** Investment adviser representative in NY, UT
- **Exams passed:** Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.stantum.com

## Frequently asked questions

### Is Donald Hejna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Stantum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Donald charge for financial advice?

Donald's firm, Stantum, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Donald Hejna based?

Donald Hejna is based in Los Altos, California.

### What does Donald specialize in?

Donald's specialties include retirement planning, tax planning and family wealth transfer.

### What credentials does Donald Hejna hold?

Donald Hejna holds the CFA credential.

### Is Donald Hejna registered with the SEC?

Yes. Donald Hejna is registered as an investment adviser representative in NY and UT (CRD 6291924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stantum manage?

Stantum reports $29.6M across 26 accounts in assets under management.

### How do I contact Donald Hejna?

Through Donald's website, www.stantum.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6291924): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stantum.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.