No Commissions
Financial advisors with XY Planning Network are fee-only 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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How Are XY Planning Advisors Different?
XY Planning Network is the leading organization of fee-only financial advisors who specialize in helping members of Gen X and Gen Y. Our advisors stand out from the rest of the financial planning industry because of the way they put their clients first:
- They offer virtual services so you can connect with your ideal advisor, regardless of physical location.
- They provide a fee structure that makes sense for most members of Gen X and Gen Y. Our advisors offer a flat (and affordable) monthly fee just like any other bill. They do not charge commissions.
- They’re all sworn fiduciaries who uphold a fiduciary oath to always work in their clients’ best interests.
XY Planning Network advisors are also financial-planning focused, meaning all our members offer comprehensive financial planning services for consumers. We go far beyond just investment management.
We’re not your parents’ financial advisors. But we are here to help you live your great life.