About XENA FINANCIAL PLANNING
XENA FINANCIAL PLANNING is a leading financial advisory firm that provides personalized and comprehensive financial planning services to individuals and businesses. With a team of experienced and knowledgeable advisors, XENA helps clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Helps clients set and achieve their financial goals
- Offers expert advice and guidance on investments, retirement planning, tax planning, and more
Facts and Insights
XENA FINANCIAL PLANNING has been in business for over 10 years and has a strong track record of helping clients build wealth and achieve financial security. The firm is committed to providing transparent and unbiased advice, putting the needs of their clients first.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
XENA FINANCIAL PLANNING serves a diverse range of clients, including individuals, families, and businesses. Their team of advisors has the expertise to design personalized financial plans for clients from all stages of life and different financial backgrounds.
Fees & Compensation
XENA FINANCIAL PLANNING operates on a fee-only basis, meaning they do not receive any commissions or fees from third-party products. This ensures that the advice and recommendations given to clients are in their best interest. The firm’s fees are transparent and based on a percentage of assets under management, ensuring that clients only pay for the services they receive.
Background
The team at XENA FINANCIAL PLANNING is highly experienced and qualified, with backgrounds in finance, accounting, and other related fields. They are committed to continuous learning and staying up-to-date with the latest financial trends and strategies, ensuring that clients receive the best possible advice and service.
Financial Advisor Disclosures to Know
XENA FINANCIAL PLANNING is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that they are legally obligated to act in their clients’ best interests and to disclose any potential conflicts of interest. The firm’s Form ADV, which provides detailed information about its services, fees, and potential conflicts of interest, is publicly available on the SEC’s website.