James Hindes
Xena Financial Planning · Seattle, Washington
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.
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Specialties
Who they serve
- Tech employees
- Early-career professionals
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 |
| Assets under management | $104.5M across 384 accounts |
| Credentials | CFP · MBA · RICP · MSFP · RLP |
| SEC registration | Investment adviser representative in OR, TX, WA · CRD 7049120 |
| Exams passed | Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | xenafp.com |
How James's firm compares
- Ongoing planning starts at $10,000 a year, above the Washington median of $4,500 for fee-only firms that publish prices.
- 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 James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Xena Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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