XY Planning Network Membership Pricing
Questions about joining the Network?
Schedule a call with one of our Network Navigators or watch our video “Disrupting Financial Planning: The XYPN Movement.”
|2023 STANDARD MEMBERSHIP*|
$488 PER MONTH
|2023 INTERNATIONAL MEMBERSHIP*|
$234 PER MONTH
|2023 MULTI-MEMBER FIRM PRICING*|
$245 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 XY Bean Counters|
|Discounted Event Passes|
|Innovative Monthly Payment Platform|
Need More Info?
Watch our video “Disrupting Financial Planning: The XYPN Movement” or schedule a call with one of our Network Navigators.
*Effective February 1, 2023, the 2023 XYPN membership rates will be $488/month for Standard Membership, $234/month for International Membership, and $245/month for Multi-Member Firm Pricing.
**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
Want to know what XYPN Membership can do for you?
Download our free Member Benefits Directory
Our Member Benefits Directory details all the perks you can enjoy as a member of the Network. With over 70-pages of free-for member services, exclusive opportunities, additional discounts and official partners you’ll see why over 1,000 fee-for-service financial advisors are part of the XYPN community.