# Xena Financial Planning, LLC: new SEC registration, $104M AUM, Portland, OR

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Xena Financial Planning, LLC |
| Legal name | Xena Financial Planning, LLC |
| CRD | 333436 |
| Status | Approved |
| Registered with the SEC | 2025-12-12 |
| Latest Form ADV filing | 2026-10-27 |
| Location | Portland, OR, United States |
| Regulatory AUM | $104,461,476 |
| Accounts | 384 |
| Employees | 3 |
| Website | https://xenafp.com |

## Why this score
- $104M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/333436). Last refreshed: 2026-11-04T21:45:24.609Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.