2024 Pricing

Your Independence, Simplified

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Your dream firm is one affordable monthly fee away. As a member of XYPN, you’ll have access to everything included with Membership as well as exclusive, members-only discounts with XYPN partners.

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. See Solutions pricing →

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Standard Membership
Access all XYPN Essential Benefits:
Compliance support
Full tech stack
Community and networking connections, including NAPFA Membership
Educational webinars, workshops, and CE courses
Drop-in office hours with experts in business coaching, compliance, and operations support
E&O Insurance Discount
Exclusive discounts on tech, client support, firm solutions, and outside workshops
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Additional advisors at the same firm can sign up for an Add-On Membership for an exclusive discount.


Ownership—it's your business


Like-minded Advisors


Average Annual Savings
on Member Benefits
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Best-in-class Tech Tools

Included in Membership

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Ready to calculate your savings? 

Check out our interactive savings calculator to see how much you can save on tech, investment, and business support solutions!

Cost Savings Calculator →
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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
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Looking for more info?

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

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Additional Members-Only Savings

Exclusive Discounts

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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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Ready to talk savings? 

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