You Deserve Trusted Financial Advice.
Regardless of your age or assets, our fee-for-service financial advisors are dedicated to working in your best interests.
No Commissions
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.
