Xena Financial Planning at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 118 individual clients, 51 of them high net worth.
- Its average account is about $272,000 (assets it manages divided by its 384 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Washington median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Seattle, Washington |
|---|---|
| Website | xenafp.com |
| [email protected] | |
| Phone | (503) 664-0183 |
Questions about Xena Financial Planning
How much does Xena Financial Planning charge?
Xena Financial Planning publishes these prices: ongoing planning: from $10,000 a year; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Xena Financial Planning have an account minimum?
Yes. Xena Financial Planning states an account minimum of $1,000,000. We found this on its website, checked October 28, 2026.
How is Xena Financial Planning paid?
Xena Financial Planning's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Xena Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Xena Financial Planning, and 2 hold the CFP.
What is the average account at Xena Financial Planning?
Xena Financial Planning's average account is about $272,000. That's the assets on its Form ADV divided by its 384 accounts.
What does Xena Financial Planning specialize in?
Xena Financial Planning's advisors and website list equity compensation.
Is Xena Financial Planning accepting new clients?
Yes, according to Xena Financial Planning's website, checked October 28, 2026.
Xena Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"The fee starts at $10,000 per year" source
"$0 – $1,000,000 1.00%" source
"Xena's services are designed for households who are ready to invest $1,000,000+ with us." source
"The fee is based on your "assets under management" (accounts that we invest on your behalf), subject to the annual minimum." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $104 million |
| Individual clients | 67 |
| High-net-worth clients | 51 |
| Accounts managed | 384 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-134943) |
| Financial planning | Offered |
| Form ADV filed | September 2, 2026 |
| SEC record | CRD 333436 |