Make it possible with XYPN

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Ownership—it's your business


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Average Annual Savings
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2024 Pricing

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Your Return On Independence

Your dream firm is one affordable monthly fee away.  As a member of XYPN, you’ll have access to Essential Benefits included with Standard Membership and Extended Benefits provided at a discount.

Scale to suit your growing business needs with our Coaching, Books, Compliance, Invest, and Ops Solutions and Kits—all priced to provide the best ROI for fee-for-service advisors.

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Additional advisors at the same firm can sign up for an Add-On Membership for an exclusive discount. 

Standard Membership
Access all XYPN Essential Benefits:
Compliance support
Full tech stack included
Drop-in office hours with experts in business coaching, compliance, and operations support
Exclusive webinars, workshops, and CE courses
Community access
Discounted ticket to XYPN LIVE
NAPFA Membership
E&O Insurance Discount
Growth accelerators
Exclusive discounts on tech, client support, firm solutions, and outside workshops
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“I've been an XYPN member for years and I love it! XYPN provides almost every resource I need, along with a membership discount, and they're always adding more benefits. XYPN is the biggest reason I have loved launching my firm and creating the life I always dreamed of!”
Brooklyn Brock, CFP®, CEPA®
Ellevate Advisors
Included in Membership

Best-in-class Tech Tools & Access


Enjoy payments made easy and compliant by the first payment processor designed specifically for fee-for-service financial advisors 


Discover Starter Tier (Discounts available on Discover Standard & Professional Tiers)
Manage portfolios with holistic reporting tools, flexible client billing, and personalized rebalancing technology and services

Inside Information Logo

Gain a deep level of insight into the trends, innovations, and issues facing the industry from editor and writer Bob Veres


Collaborate with your clients in real time with this revolutionary financial planning tool that significantly cuts the time and cost of creating a plan 

XY Archive 200x200

Stay compliant with records requirements with this intuitive, automatic archiving and downloadable documentation interface designed for you 

Charles Schwab

Offer your clients the trusted custody, trading and support services Schwab’s custodial platform offers. No minimum AUM and discounted trading with certain funds exclusively for XYPN members

Stay on the leading edge with access to ongoing education and good financial planning answers to complex client situations


Simplify and automate your compliance management so you can spend less time on compliance and more time doing what you love


Wealthbox Basic Plan (Pro Plan offered at 80% Discount)
Keep your whole team in the loop with this simple Customer Relationship Management (CRM) tool for financial advisors


Engage with peers who share diverse perspectives with your membership


Essentials Plan (Discounts available for Deluxe & Premier Plans)
Simplify your planning process, avoid errors, help educate your clients, and uncover more planning opportunities with Financial Planning Flowcharts


Reap the benefits offered by one of the most established associations for advancing fiduciary and fee-only planning when you plug into our long-time partner's growth tools and resources such as discounted disability insurance

XYPN Find An Advisor Search Portal

Connect with your ideal clients through our CFP® designated FAA search portal and enjoy having XYPN's powerful lead generator working for you.

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Looking for more info?

Get all the details on your benefits and discounts with our Membership Guide

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What about the add-ons?

Learn more about our additional Solutions to support all of your unique needs

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Answers to all your big questions

Frequently Asked Questions

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