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.
Financial advisors with XY Planning Network are fee-for-service and do not earn commissions.
Our advisors are focused on providing financial planning services — not on selling unnecessary products.
We believe everyone deserves professional financial advice, regardless of age or assets.
Our financial advisors hold the recognized standard of excellence, and bring valuable education and experience to the table.
Each of our planners uphold oaths to put your interests and needs first. View signed copies of fiduciary oaths on each advisor profile.
Every XY Planning Network advisor offers virtual financial planning services, so you’re not limited by location.