- Join a movement of over 1,600 fellow financial advisors looking to shake up the industry.
- Get access to customized coaching, exclusive educational resources, and members-only webinars.
- Receive exclusive media queries to help increase exposure for your firm.
- Access to a turnkey compliance solution, a $3,000 value for new firms and a $2,000 annual value for existing firms.
- XYPN advisors receive NAFPA membership at no additional cost — a $900 value.
- XYPN members with the CFP® designation receive a profile on the network’s one-of-a-kind Find An Advisor portal.
- Your ideal clients can find you via specialty, so access to prospects is no longer limited by location.
- Display your website and connect with potential clients online.
Want to learn more about XY Planning Network? Start here.
In our video, Disrupting Financial Planning: The XYPN Movement, you’ll discover why over one thousand financial advisors rely on XYPN to run a better business. XYPN co-founder Alan Moore will give you an overview of our mission, member benefits, next steps and more.
“Come for the resources and technology, stay for the community.”
– Ben Wacek, CFP®, XYPN Member and Founder of Wacek Financial Planning
XY Planning Network offers member advisors what’s often a missing-but-crucial piece of the puzzle for financial professionals: a community. Join the Network of over 1,600 fee-for-service financial advisors who mentor, support, and encourage fellow members.
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.
