Fee-for-Service Financial Planning
Book

Fee-for-Service Financial Planning

Written by XYPN Co-Founders Alan Moore and Michael Kitces, this is THE guide you need to profitably launch, run, and scale your independent RIA based on an fee-for-service model.

Your Firm, Your Terms: How to Start an RIA
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Article

Your Firm, Your Terms: How to Start an RIA

Wondering what to expect when starting your own Registered Investment Advisor (RIA) Firm? This step-by-step guide covers all the bases so you can confidently navigate from where you are to where you want to be.

XYPN Membership Guide
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Guide

XYPN Membership Guide

Our info-packed directory details official partners, free-for-members services, exclusive opportunities, and additional discounts.

How to Start a Financial Planning Firm
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Guide

How to Start a Financial Planning Firm

Thinking about starting your own RIA? Use XYPN's All-in-One Checklist to be sure you have everything covered, from taxes to marketing and everything in between.

First-Year RIA Budget Projection
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Guide

First-Year RIA Budget Projection

Curious about the average financial advisor budget? It can be different in your first year. We've lined out all the items you'll need to plan for here.

The First-Year Financial Advisor Business Plan
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Guide

The First-Year Financial Advisor Business Plan

Our First-Year Business Plan template will help financial advisors create a vision, plan for the practical stuff, and prepare to start an independent RIA.