Make it possible with XYPN
Know what to expect with simple, transparent pricing
Join the Network
Your Return On Independence
Your dream firm is an affordable monthly fee away. Access your complete toolkit of XYPN Essential Benefits in our Standard Membership.
And scale to suit your growing business needs with our Extended Benefits: Coaching, Books, Compliance, Invest, and Ops solutions—all priced to provide the best ROI for fee-for-service advisors.
Additional advisors at the same firm can sign up for an Add-On Membership for an exclusive discount.
Additional solutions to support all of your unique needs
Premium Business Coaching & Consulting Pricing
Business Coaching & Consulting
Get the 1:1 guidance you need to move from blocked to bankable with impactful 45-minute sessions.
One session | $299
Two sessions | $499
14 sessions | $400/mo
21 sessions | $600/mo
RIA Launch Consulting
Learn from the best how to set your RIA on a path to success.
One session (45min) | $349
Two sessions | $499
XYPN Books Pricing
Bookkeeping done right. Never sweat an audit with a partner solely focused on keeping your books clean and compliant.
Up to $110K gross revenue and up to 5 accounts reconciled
Up to $250K gross revenue and up to 8 accounts reconciled
Up to $450K gross revenue and up to 10 accounts reconciled
Up to $800K gross revenue and up to 12 accounts reconciled
Up to $1.5M gross revenue and up to 15 accounts reconciled
$1.5M+ gross revenue or more than 15 accounts reconciled
*Plus one-time onboarding fee for new clients. Must meet revenue and bank-type account criteria to qualify.
XYPN Compliance Pricing
Compliance, simplified. Imagine regulator-proofing your RIA with a partner who always has your back.
You lead the way, while we support you at critical points in your firm registration process.
Enhanced RIA Registration
Our compliance experts lead the way, providing key document development and continuous support throughout your firm registration process.
Complete First Year Compliance
We’ll provide you with comprehensive RIA registration service, foundational compliance program development, and ongoing implementation support during your first year of launch.
A La Carte Compliance Support
Tap our expert RIA compliance team to help with particular services, from ADV amendments and additional state registrations to U5 filing and transitioning from SEC to state registration.
Pricing based on support needed
Hourly Compliance Consulting
Get 1:1 support from RIA compliance experts on anything from regulatory exam and audit support to reviewing advertising and marketing materials. Our proactive compliance consulting is tailored to your firm's needs to help you find confidence in your compliance program.
$360/HR or $475–$2,000/MO
XYPN Invest Pricing
Your trusted TAMP partner. Enjoy offering turnkey asset management that manages itself.
Turnkey Asset Management Platform (TAMP) Pricing
$0 - $5M AUM
35 BASIS POINTS
$5M - $25M AUM
30 BASIS POINTS
25 BASIS POINTS
Fees are based on the advisor's AUM, using a cliff fee schedule. Once a breakpoint is reached, all assets will be billed at that same breakpoint base fee.
Orion Essentials Pricing
Includes up to 110 Accounts
Pricing per additional account
111–200 Accounts: $44/Account
201–700 Accounts: $42/Account
701–5,000 Accounts: $40/Account
5,000–10,000 Accounts: $35/Account
XYPN Ops Pricing
Your problem-solving operations partner with 360° solutions for your business—that fit your business. Please note all clients are subject to $2900 onboarding fee.
Up to 15 hours per month
$1,500 per month
Up to 10 hours per week
$3,033 per month
Up to 15 hours per week
$4,225 per month
Up to 20 hours per week