Supporting all of your unique needs

Support Solutions & Tool Kits

Do what you do best and trust us with the rest.

Build a better experience

Scale to suit your growing business needs with our Coaching, Books, Compliance, Invest, and Ops Solutions and build a better experience for you and your clients. Imagine having efficiencies, processes, and partners in place that move the needle while you focus on the profitable parts of your business that you enjoy.

Save 3% ACH Credit Card

Starter Kit

$1,450

$1,500

Everything you love about XYPN membership, plus a jumpstart to your new firm.

3 Hours of Compliance Consulting

Books Set Up & Quickbooks Discount

Exclusive Swag

Join the Network →

Essential Kit

$3,575

$3,685

Why walk when you can run? Get to the good stuff faster with these essentials.

Enhanced RIA Registration

Books Set Up & Quickbooks Discount

Two Coaching Sessions

Exclusive Swag

Join the Network →

Power Kit

$9,875

$10,180

Set yourself up for success. Do what you do best and let us do the rest.

RIA Registration

Complete First Year Compliance

Books Set Up & Quickbooks Discount

Investment Management Consultation

Ops Launcher Tech Set Up

Onboarding Strategy Meeting

Two Coaching Sessions

Exclusive Swag

Join the Network →

Includes:

→

Enhanced RIA Registration
→

Books Set Up & Quickbooks Discount
→

Two Coaching Sessions
→

Exclusive Swag

Includes:

→

RIA Registration
→

Complete First Year Compliance
→

Books Set Up & Quickbooks Discount
→

Investment Management Consultation
→

Ops Launcher Tech Set Up
→

Onboarding Strategy Meeting
→

Two Coaching Sessions
→

Exclusive Swag

Starter Kit

Essential Kit

Power Kit

Compliance consulting and support

Up to 3 hours

Form ADV & U4 drafting and submission

Client Agreements, Privacy Policy, and Compliance Manual creation

Weekly Compliance Drop-In (group calls)

ADV amendment filing within 30 Days of firm approval

DIY guide provided

Business Continuity Manual, Security Manual, and Code of Ethics creation

Templates provided

Creation of additional required state documents for firm registration

Templates provided

Smartria setup and training

Development and implementation of compliance program

Support with build out of compliance processes and best practices

Audit prep support and guidance

First additional state registration or notice filing

First additional IAR registration

Starter Kit

Essential Kit

Power Kit

Two consultations

Establish file management system

Email management set up

Client service model template

Calendly automations & management set up

Smartria set up

Wealthbox CRM set up

PreciseFP set up

RightCapital or eMoney set up

XYPN Archive set up

IT training videos

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

11 sessions | $400/mo

21 sessions | $600/mo

Tier 1

Up to $100K gross revenue and 1-3 accounts reconciled

$185/MONTH*

$225/month* for NON-members

Tier 2

Up to $250K gross revenue and 4-6 accounts reconciled

$285/MONTH*

$325/month* for NON-members

Tier 3

Up to $500K gross revenue and 7-10 accounts reconciled

$385/MONTH*

$425/month* for NON-members

Tier 4

Up to $1M gross revenue and 11-15 accounts reconciled

$485/MONTH*

$555/month* for NON-members

Tier 5

$1M+ gross revenue and 16-20 accounts reconciled

$625/MONTH*

$750/month* for NON-members

RIA Registraton

You lead the way, while we support you at critical points in your firm registration process.

$1,900

Enhanced RIA Registration

Our compliance experts lead the way, providing key document development and continuous support throughout your firm registration process.

$2,700

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.

$6,000

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

Kick Start

Up to 15 hours per month

$1,500 per month

Core Solutions

Up to 10 hours per week

$3,033 per month

Advanced Solutions

Up to 15 hours per week

$4,225 per month

All-In Solutions

Up to 20 hours per week

Support Solutions & Tool Kits

Do what you do best and trust us with the rest.

Build a better experience

Learn more ↓

KICK-START, GROW & SCALE YOUR RIA

Choose a Kit or go à la carte with a Solution Plan that’s right for you.

SET YOUR NEW RIA UP FOR SUCCESS

Launch Kits

Starter Kit

$2,295

Essential Kit

$4,015

Power Kit

$10,510

Compliance & Ops Launch Kits Features

Compliance

Ops

Not sure which Kit is right for you?

Premium Business Coaching & Consulting Pricing

Copied!

Business Coaching & Consulting

One session | $299

Two sessions | $499

11 sessions | $400/mo

21 sessions | $600/mo

Copied!

Books Pricing

Tier 1

$185/MONTH*

$225/month* for NON-members

Tier 2

$285/MONTH*

$325/month* for NON-members

Tier 3

$385/MONTH*

$425/month* for NON-members

Tier 4

$485/MONTH*

$555/month* for NON-members

Tier 5

$625/MONTH*

$750/month* for NON-members

*PLUS ONE-TIME ONBOARDING FEE FOR NEW CLIENTS. COMPLEXITY FEE MAY BE ADDED FOR PROFIT FIRST ACCOUNTING, CLASS TRANSACTIONS, OR OTHER SPECIFIC SITUATIONS.

Compliance Pricing

RIA Registraton

$1,900

Enhanced RIA Registration

$2,700

Complete First Year Compliance

$6,000

A La Carte Compliance Support

Pricing based on support needed

Hourly Compliance Consulting

$360/HR or $475–$2,000/MO

Invest Pricing

Turnkey Asset Management Platform (TAMP) Pricing

$0 - $5M AUM

35 BASIS POINTS

$5M - $25M AUM

30 BASIS POINTS

$25M+ AUM

25 BASIS POINTS

Orion Essentials Pricing

Orion Essentials

$6,500/YEAR

Pricing per additional account

Ops Pricing

Kick Start

$1,500 per month

Core Solutions

$3,033 per month

Advanced Solutions

$4,225 per month

All-In Solutions

$5,200 per month

Ready to calculate your savings?

XYPN Makes it Possible