Empowering You to Unlock Your Full Potential
For ten years, XYPN has been dedicated to empowering fee-only financial advisors to succeed on their own terms. Our journey began with a simple mission: to provide the tools, resources, and support necessary for independent financial advisors to thrive in their businesses. Over the years, we've grown to become a community of like-minded professionals, united in our passion for delivering exceptional service to our clients.
The XYPN Experience
As a fee-only financial advisor, you understand the importance of autonomy, transparency, and expertise. At XYPN, we recognize that every advisor is unique, with their own strengths, goals, and preferences. That's why we offer a comprehensive suite of services tailored to meet your specific needs. Whether you're starting a new firm, growing an existing practice, or scaling for success, we're committed to helping you achieve your vision.
Count on XYPN for
- Affordable and Transparent Pricing: No hidden fees or surprise costs. Our pricing model is designed to deliver exceptional value for your business.
- Comprehensive Compliance Support: Our dedicated team of compliance experts provides expert guidance on all aspects of regulatory compliance, ensuring you stay compliant and focused on serving your clients.
- Best-in-Class Technology: Our vetting team identifies and negotiates partnerships with the top RIA software solutions, saving you time, money, and headaches.
- Community and Connection: Join our vibrant network of over 1,750 like-minded advisors, providing a sense of belonging and support throughout your journey.
- Resources and Education: Our XYPN Academy, webinars, guides, and templates provide a wealth of knowledge and insights to support your professional development.
Hear from Our Advisors
"I stumbled on XYPN's First-Year Budget worksheet comparison and it became a no-brainer. Our mastermind group is also a great benefit. XYPN and the members offer what it really looks like to start a firm and some of the challenges and success that we may face." - Kaysian Gordon, MBA, CFP, CPA, CKA
"I would not have been able to enter the industry as a career changer without educational resources like XYPN Academy and compliance support. The community aspects of XYPN help firm owners feel like we're not on an island." - Allen Mueller, CFA, MBA
"Being solo, you need backup like XY behind you. Why not do it that way? If you're an independent-minded person, it's totally the way to go." - Cathy Curtis, CFP
Join the XYPN Family
At XYPN, we're passionate about helping fee-only financial advisors like you succeed. Whether you're just starting out or scaling for success, we're committed to providing the support, resources, and community you need to thrive. Explore our membership options and discover how we can help you make the most of your business.
Pros and Cons of XYPN
XYPN (XY Planning Network) is a platform that provides support and resources for financial advisors to help them grow their businesses. While it has its benefits, some users have mixed opinions about their services.
Value for Money
Some users have questioned the value of XYPN's services, citing that the costs may not justify the benefits. Daniel Colston, who gave them 4 stars, mentioned that he stopped his subscription after the first year because he didn't see the value in the services.
Community Support
XYPN's community support, particularly through their Facebook group, has been a point of contention for some users. Daniel Colston mentioned that the group became too charged, with some advisors dominating the page with self-promotion rather than providing actual financial advice.
Industry Evolution
XYPN has been successful in adapting to the changing financial advisory space, capitalizing on the "fee-only" trend. However, it remains to be seen how they will continue to evolve alongside the industry.
