Donald Hejna
Stantum · Los Altos, California
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.
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Specialties
Facts
| Firm | Stantum |
|---|---|
| Based in | Los Altos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.6M across 26 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NY, UT · CRD 6291924 |
| Exams passed | Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.stantum.com |
How Donald's firm compares
- Stantum's average account is about $1.1 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Donald
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Altos
Other advisors in California who focus on retirement planning
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
- Stantum 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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