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Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.

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Financial advisors with XY Planning Network are fee-for-service and do not earn commissions.

No Sales

Our advisors are focused on providing financial planning services — not on selling unnecessary products.

No Minimums

We believe everyone deserves professional financial advice, regardless of age or assets.

CFP^® Standard

Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.

Sworn Fiduciaries

Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.

Virtual Services

Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.

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Kelly Nilsson, CFP®, JD

Brava Financial, LLC

Client Specialties: Business Owners, Financial Life Planning, Women's Finance

Quick Bio:

Hi! I’m Kelly Nilsson, founder of Brava Financial, LLC. I’m a seasoned financial services professional and a warm, loving, respectful guide who empowers and educates myself and others to become our best selves. Working as a financial planner and mentor, I support people who want a positive and prosperous relationship with money by integrating finance with their highest values and aspirations.

Money is a supporting player – YOU are the star of the show!

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Chelsea Rude, CFP®, MPAS®

Rude Wealth Advisory

Olney, IL

Client Specialties: Biblically Responsible Investing (BRI), Family Financial Planning, Tax Planning

Quick Bio:

Rude Wealth Advisory was born out of the desire to step out of the corporate world and better serve a smaller group of clients. We understand there are only so many hours in a day. We focus on your finances so you can focus on the things you value most.

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Francisco Ayala, CFP®, CFA

The Coleridge Group

Phoenix, AZ

Client Specialties: Financial Life Planning, Gen X, Non-Traditional Life Path, Work/Life Balance

Quick Bio:

The Coleridge Group is a Phoenix, AZ fee-only financial planner. The Coleridge Group believes everyone is entitled to professional financial planning and investment management services. We employ a values-based, life-centered approach to financial planning. Our detailed discovery process involves getting to know you first and helping you discover your true self. Our mission is to empower you to maximize your resources and live a meaningful, purposeful life. Your life, not your money, is our focal point.

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Timothy J. LaPean, CFP®, APDA®

Thoughtful Financial Planning

Minneapolis, MN

Client Specialties: Gen X, LGBTQ Women, LGBTQIA, Single Women

Quick Bio:

I specialize in helping women, members of the LGBTQIA+ community, and the people who love them manage the financial side of living a more fulfilling life.

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Michelle Smalenberger, CFP®

Financial Design Studio, Inc.

Deer Park, IL

Client Specialties: Gen X, Investment Planning & Management, Tax Planning, Wealth Management

Quick Bio:

I have a passion for helping others develop a path to financial success! I have seen in my life the power of having a financial plan while making slight changes of direction from time to time. I am excited to help you start, from whatever point that may be!

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Laryssa Freeman, CFP®

Meritage Wealth Management

Carlsbad, CA

Client Specialties: Baby Boomers, Divorced Women, Retirement Planning, Widow/Widower

Quick Bio:

I do my best work for folks in or quickly approaching retirement and have worked with retirees for over 20 years. New clients are typically concerned with taxes in retirement, understanding if their assets will last throughout retirement and coordinating assets to replace their paycheck.

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Alex Weinberger, CFP®, CDFA®

Weinberger Asset Management

Los Angeles, CA

Client Specialties: Couples/Partners, Divorced, Gen X, Widow/Widower

Quick Bio:

Alex Weinberger is a Portfolio Manager at Weinberger Asset Management, and Director of Marriage Financial Solutions, an affiliated company providing financial planning services to family law practitioners and divorcing parties
www.MarriageFinancialSolutions.com.

Alex earned a B.S.B.A from Washington University in Saint Louis, and an M.B.A. from the University of Southern California’s Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst™.

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Kyle Moore, CFP®

Quarry Hill Advisors

Saint Paul, MN

Client Specialties: Business Executives, Equity Recipients (RS/RSU SOP ESPP), Retirement Planning

Quick Bio:

Hi! I’m Kyle Moore, CFP®. At Quarry Hill, we help busy executives in around the country (10 states and counting!) manage their complex financial lives so they can spend more time on what matters most.
We advise on and help manage every aspect of your financial life to ensure we catch problems while they are still small and take advantage of every opportunity.

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Blake Jones, CFP®, EA

Pomegranate Financial

Springville, UT

Client Specialties: Entrepreneurs, Gen Y/Millennials, Self-Employed Individuals, Small Business

Quick Bio:

Hi, I’m Blake Jones. I created Pomegranate Financial where we have virtual services, no minimums, and no commissions.

Pomegranate Financial refreshes & simplifies your financial life so you can enjoy life & run your business efficiently.

We help you: improve your cash flow, lower taxes, save for retirement, consolidate investments, etc.

Download our “24 Rules For Businesses” at our website & schedule a complimentary meeting.

We look forward to getting to know you.

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David Flores Wilson, CFP®, CFA

Sincerus Advisory

New York, NY

Client Specialties: Business Owners, Entrepreneurs, Gen X, Technology Professionals

Quick Bio:

David Flores Wilson helps professionals and business owners in NYC achieve financial freedom. Named Investopedia 100 Top Financial Advisors of 2019 and WealthManagement.com 2019 Thrive list of fastest-growing advisors, he is a Managing Partner for Sincerus Advisory. His financial guidance has appeared in the New York Times, CNBC and InvestmentNews. A graduate of UC-Berkeley, he holds the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Exit Planning Advisor (CEPA®) designations.

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Joel Huet, CFP®, CTFA

White Sand Wealth Management

Liberty, MO

Client Specialties: Baby Boomers, Business Executives, Estate Planning, Retirement Planning

Quick Bio:

About Joel Huet, CFP®, CTFA, CISP Joel graduated from Fort Hays State University (1986) with his BBA. He later obtained his MBA from the University of Missouri- Kansas City (1992). Joel is also a graduate of the Cannon Trust School, Pepperdine University and the College for Financial Planning, Denver, Colorado. In addition to his CFP®, […]

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Ryan M Bayonnet, CFP®, MSF

Hyland Financial Planning

Uniontown, OH

Client Specialties: Baby Boomers, Medical Professionals

Quick Bio:

Ryan Bayonnet is a CFP® and founder of Hyland Financial Planning, a Fee-Only firm in Akron, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. He is a graduate of both the University of Akron and the Ohio State University. His work has been cited in numerous news organizations including the Wall Street Journal, the New York Times, and The Washington Post.

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From the Blog

January 31, 2023

How to Combine Finances After Marriage (4 Key Steps)

6.0 MIN READ

Are you thinking about combining finances with your spouse or soon-to-be spouse? We are going to share 4 key steps that you and your spouse can take to effectively combine your finances. These 4 steps can also help avoid money disputes and help you be on a path to achieving your common financial goals. I’m actually getting married this month so I will personally share what me and my fiancée plan to do. At the end, I’ll share a bonus tip that we tell our clients, which can lead to less fighting about money, and hopefully a happier marriage. With honest communication and a plan, you can tackle finances together as a team.

Read the full post →

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Disclosure

The advisor profiles made available through this find-an-advisor directory (the “Directory”) may be considered to be an endorsement of such advisors as the term “endorsement” is defined in Rule 206(4)-1 of the Investment Advisers Act of 1940 (the “Marketing Rule”). XY Planning Network LLC (“XYPN”) is not a current client of any advisors appearing in the Directory.

The existence and content of an advisor profile is not based on the actual experience of XYPN or any client with such advisor, and is solely based on an advisor’s conformance with XYPN’s standard membership eligibility requirements. Advisors appearing in the Directory each pay an annual membership fee to XYPN, which is in consideration of a variety of services and benefits provided by XYPN to its advisor members – including the ability to be listed in the Directory. Due to the annual membership fees received from advisors, XYPN has a conflict of interest and a financial incentive to only include advisors in the Directory from whom XYPN has received compensation.

XYPN encourages prospective clients of advisors listed in the Directory to independently evaluate such advisors based on additional criteria deemed appropriate.

You Deserve Trusted Financial Advice.

No Commissions

No Sales

No Minimums

CFP^® Standard

Sworn Fiduciaries

Virtual Services

Find Your Ideal Financial Advisor

No advisors were found for your search criteria.

Kelly Nilsson, CFP®, JD

Chelsea Rude, CFP®, MPAS®

Francisco Ayala, CFP®, CFA

Timothy J. LaPean, CFP®, APDA®

Michelle Smalenberger, CFP®

Laryssa Freeman, CFP®

Alex Weinberger, CFP®, CDFA®

Kyle Moore, CFP®

Blake Jones, CFP®, EA

David Flores Wilson, CFP®, CFA

Joel Huet, CFP®, CTFA

Ryan M Bayonnet, CFP®, MSF

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From the Blog

How to Combine Finances After Marriage (4 Key Steps)

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You Deserve Trusted Financial Advice.

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CFP® Standard

Sworn Fiduciaries

Virtual Services

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Selected search criteria

From the Blog

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