Danika Waddell is a CFP-designated registered investment advisor at Xena Financial Planning, LLC, based in Seattle, WA, with 6 years of industry experience. Danika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Gen X, and 8 more. Their firm serves 118 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. Some clients may have different fee schedules based on their legacy relationship with the firm or other factors.
Fee Estimator
Contact
Danika Waddell
Location
5470 Shilshole Ave NW, Ste 510-B, Seattle, WA, 98107
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Danika is the President and CCO of Xena Financial Planning LLC, where she works as an investment adviser representative providing investment advisory and financial planning services since 2020.
Employment History
Current Registrations
Xena Financial Planning, LLC
Previous Registrations
Xena Financial Planning
Goddard Financial Planning
Belmore Financial, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Danika hold a bachelor's degree in Mathematics from Oberlin College and obtained the CFP designation in 2016. She founded Xena Financial Planning in 2020 as a fully virtual practice. Danika currently sits on the NAPFA West Region Baord doing Academic Outreach and on the NAPFA Women's Initiative Committee.