FREE Guide to Starting Your RIA

Your Firm, Your Terms

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 get from point A to Z. In this guide, you'll learn:

  • How the best fee-only advisors start and scale their firms
  • Ways to make fee-only financial planning into a profitable business
  • How much it costs to start an RIA with or without AUM
  • A step-by-step for starting your RIA

What you don't know might surprise you! Whether you're coming from a B-D, an existing fee-only firm, or changing careers, this guide can help you take the steps to get your RIA started sooner. Download the guide to get started on your journey today!


What it takes to break away

Learn how to take your first steps toward starting an RIA from successful independent advisors and the team of experts at XYPN who share all the can't-miss details.

How to prepare for RIA registration

Understand the steps taken in Initial Registration so you can fearlessly navigate State or SEC registration with confidence.

How to prepare and launch your RIA firm

Your path to success. Learn proven processes and best practices from those who've been there, launched that successfully!

Ready to take the next step?