# James Hindes

> James Hindes is a fee-only financial advisor at Xena Financial Planning in Seattle, Washington, who holds the CFP, MBA and RICP credentials. James charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation.

Page: https://find.wellspent.co/advisors/james-hindes/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Xena Financial Planning
- **Based in:** Seattle, Washington
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $104.5M across 384 accounts
- **Credentials:** CFP, MBA, RICP, MSFP, RLP
- **Specialties:** Equity compensation
- **Works with:** Tech employees, Early-career professionals
- **CRD:** 7049120 (https://adviserinfo.sec.gov/individual/summary/7049120)
- **SEC registration:** Investment adviser representative in OR, TX, WA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://xenafp.com

## Frequently asked questions

### Is James Hindes a fee-only financial advisor?

Yes. James Hindes is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by James's firm.

### How does James charge for financial advice?

James charges a percentage of assets and an ongoing planning fee.

### How much does James charge?

According to Xena Financial Planning's website, checked October 28, 2026: ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.

### Where is James Hindes based?

James Hindes is based in Seattle, Washington.

### What does James specialize in?

James's specialties include equity compensation. James works with tech employees and early-career professionals.

### What credentials does James Hindes hold?

James Hindes holds the CFP, MBA, RICP, MSFP and RLP credentials.

### Is James Hindes registered with the SEC?

Yes. James Hindes is registered as an investment adviser representative in OR, TX and WA (CRD 7049120), per SEC Investment Adviser Public Disclosure data as of October 27, 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 James Hindes?

Through James's website, xenafp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45992): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://xenafp.com/): specialties, clients served, and fees, checked October 28, 2026

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