2024 Pricing

Your Independence, Simplified

Join the Network

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. See Solutions pricing →

XYPN_Grid_Blue-6 advising-square
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
Join the Network →
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
Browse the benefits →
Best-in-class Tech Tools

Included in Membership

Learn more →

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 →
XYPN_Grid_Green-2 calculator-1
“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
XYPN_Grid_Blue-6 MBD_cover-mock-simple

Looking for more info?

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

Get the guide →
Additional Members-Only Savings

Exclusive Discounts

Calculate my cost savings →

What about the add-ons?

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

Learn More →
Answers to all your big questions

Frequently Asked Questions

Learn more →

Ready to talk savings? 

Let's connect! →