James Hindes is a CFP-designated registered investment advisor at Xena Financial Planning, LLC, based in Portland, OR, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 5 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
Location
650 NE Holladay St, Suite 1600, Portland, OR, 97232
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James is the owner and CCO of ENOW Financial, a registered investment advisory firm, since 2022. He works as an investment adviser representative providing investment advisory and financial planning services.
Employment History
Current Registrations
Xena Financial Planning, LLC
Previous Registrations
Enow Financial
State Registrations3 states
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