XY Planning Network Membership Pricing
Questions about joining the Network?
Schedule a call with our Grow the Movement team.
$421 PER MONTH
$203 PER MONTH
|MULTI-MEMBER FIRM PRICING|
$212 PER MONTH*
|Leading Technology Platform|
|Find an Advisor Profile|
|World Class Coaching|
|Peer to Peer Networking|
|Discounted E&O Insurance w/ Monthly Pay|
|Discounted Content Services|
|Discount to FABeanCounters|
|Discounted Event Passes|
|Innovative Monthly Payment Platform|
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*Per month per additional member; the multi-member firm option is an add-on to standard membership
**Initial registration and ADV updates will incur additional fees
*** We are unable to provide NAPFA membership to firms that have a NAPFA Corporate Membership agreement with NAPFA
A $100 non-refundable processing fee is required for application to be reviewed. If your membership application is accepted, the $100 fee will be applied to your first month’s payment.