Xena Financial Planning, LLC fees and pricing
Financial planner in Portland, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 2, 2026, Xena Financial Planning, LLC charges a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $10,000
“A. The Financial Planning fee consists of an annual flat amount ranging from a minimum of $10,000 and up to $36,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Xena Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally negotiable and are paid as described below, directly by the client.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the agreement.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the agreement.”
How Xena Financial Planning, LLC’s fees compare
- Its flat or project fee of $10,000 is above the Oregon median of $4,000. 84% of the 92 other Oregon planners that publish a flat or project fee charge less.
- 18 of the 22 other planners in Portland that publish a flat or project fee charge less.
About Xena Financial Planning, LLC
- Firm size: 4 employees.
- Founded: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 118
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $104,461,476
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333436
- Phone
- (503) 714-7357
Can advise clients in 5 states: California, New York, Oregon, Texas, Washington
Other planners in Portland that publish fees
- Apm WealthPortland$250/hr, $1,299/mo
- Becker Capital Management, Inc.Portland$100-$500/hr
- Blue Water WealthPortland$2,000-$20,000
- Blueprint Financial Advisors, LLCPortland$250/hr
- Burgess Financial PlanningPortland$360/hr
- CLS Financial Advisors, Inc.Portland$350/hr, $1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.