Holistiplan is here! Say hello to our newest Membership Benefit →

Membership
Use Cases

Start an RIA →
Launch your firm or transition clients with confidence

Grow Your RIA →
Increase productivity and profitability with proven practices & support solutions

Join Our RIA →
Benefit from an RIA affiliate model with all of the support and none of the strings

Find an Advisor →
Find fee-only fiduciary advice and investment management

Advisor Success

Community →
Gain from a network of like-minded advisors working together

Technology →
Enjoy best-in-class software for RIA owners

Education & Resources →
Guide your business to sustainable success

XYPN LIVE →
Connect and level up professional and personal growth

Case Studies

Andy Panko went from careers in banking, insurance, and brokerage to running a high-efficiency practice
Read more →

Cathy Curtis grew her solo RIA to $120M AUM leveraging streamlined tech, client education, and XYPN’s supportive Network
Read more →
Ways to Join
Ways to Join

Emerald Enjoy total control over your firm with support when you need it

Sapphire Gain the advantages of a fully integrated, turnkey corporate RIA affiliate model

Emerald

Emerald →
Enjoy total control over your firm with support when you need it

Pricing →
One affordable subscription-based fee

Add-ons

Compliance Support →
Register your RIA and manage your program with confidence

Investment Management →
Tools and support for every firm and client

Bookkeeping →
Balance your books and life with this compliant solution

Tool Kits →
Accelerate success with these bundled options

Add-On Pricing →
Support you need at a price you can afford

Sapphire

Sapphire →
Gain the advantages of a fully integrated, turnkey corporate RIA affiliate model

Pricing →
One monthly fee plus revenue percentage

Case Study

Brian became a Sapphire member to get the key compliance and operational support he needed, making it a breeze to transition over 50 clients while keeping his brand and independence intact
Read more →
Resources & Events
Topics

Starting an RIA →
Prepare and launch your independent, fee-only firm

Running an RIA →
Efficiently manage your business and client experience

Growing an RIA →
Add clients, employees, and capabilities effortlessly

Scaling an RIA →
Increase productivity and profitability with current resources

Resources

Blog →

Podcast →

On-Demand Events →

Guides & Courses →

Events

Myth vs. Math: What It Actually Takes to Scale an Advice-Centric Firm →

Live & Virtual Events →

XYPN LIVE →
Experience the best of XYPN at THE conference for fee-only advisors

← Back

Membership
Ways to Join
Resources & Events

Get in touch →

Find an Advisor → Login

Get in touch →

XYPN Blog

/ XYPN Books (4)

Financial Advisors

Year-End Tax Planning: Decisions to Weigh

Year-End Tax Planning: Decisions to Weigh

XYPN Makes it Possible

XYPN is the only advisor support platform that makes it possible for independent, fee-only financial planners to build the firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, like-minded community, and back-office and client support services.

Get in touch →

Read our Twitter feed Read our Facebook feed Read our LinkedIn feed

Compliance
Bookkeeping
Investment Management
Sapphire
Membership Standards

Blog
Podcasts
Webinars & Virtual Events
CFP^® Scholarship

Industry Events
XYPN LIVE
Industry Experts

Leadership
Careers
Partners
Privacy

Copyright © 2025 XYPN