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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. 

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
one-time fee
Everything you love about XYPN membership, plus a jumpstart to your new firm.
RIA Registration
Books Set Up & Quickbooks Discount
Exclusive Swag
Essential Kit
$3,635
one-time fee
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
Power Kit
$10,125
one-time fee
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

Starter Kit

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

$2,295

Includes:
  • RIA Registration

  • Books Set Up & Quickbooks Discount

  • Exclusive Swag

Essential Kit

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

$4,015

Includes:
  • Enhanced RIA Registration

  • Books Set Up & Quickbooks Discount

  • Two Coaching Sessions

  • Exclusive Swag

Power Kit

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

$10,510

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

Compliance & Ops Launch Kits Features

Compliance

Starter Kit
Essential Kit
Power Kit
1:1 consulting and support comptab-infoalt7-icon
Up to 2 hours
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Form ADV & U4 drafting and submission
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Client Agreements, Privacy Policy, and Compliance Manual creation
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Weekly Compliance Drop-In (group calls)
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ADV amendment filing within 30 Days of firm approval
DIY guide provided
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Business Continuity Manual, Security Manual, and Code of Ethics creation
Templates provided
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Creation of additional required state documents for firm registration
Templates provided
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Smartria setup and training
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Development and implementation of compliance program
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Support with build out of compliance processes and best practices
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Audit prep support and guidance
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First additional IAR registration comptab-infoalt7-icon
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Ops

Starter Kit
Essential Kit
Power Kit
Two consultations
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Establish file management system
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Email management set up
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Client service model template
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Calendly automations & management set up
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Smartria set up comptab-infoalt7-icon
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Wealthbox CRM set up comptab-infoalt7-icon
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PreciseFP set up comptab-infoalt7-icon
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RightCapital or eMoney set up

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XYPN Archive set up

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IT training videos
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Not sure which Kit is right for you? 

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 
11 sessions | $400/mo
21 sessions | $600/mo
Available exclusively to XYPN members

Books Pricing

Bring balance to your books and business with bookkeeping done right. Never sweat an audit with a partner solely focused on keeping your books clean and compliant.

Plan 1

Up to $110K gross revenue and up to 5 accounts reconciled

$155/MONTH*

Plan 2

Up to $250K gross revenue and up to 8 accounts reconciled

$200/MONTH*

Plan 3

Up to $450K gross revenue and up to 10 accounts reconciled

$250/MONTH*

Plan 4

Up to $800K gross revenue and up to 12 accounts reconciled

$300/MONTH*

Plan 5

Up to $1.5M gross revenue and up to 15 accounts reconciled

$345/MONTH*

Plan 6

$1.5M+ gross revenue or more than 15 accounts reconciled

Custom Quote*

*Plus one-time onboarding fee for new clients. Must meet revenue and bank-type account criteria to qualify.
Available exclusively to XYPN members

Compliance Pricing

Compliance, simplified. Imagine regulator-proofing your RIA with a partner who always has your back.

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
Available exclusively to XYPN members

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

$25M+ AUM

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  

Orion

Orion Essentials

$6,500/YEAR

Includes up to 110 Accounts
Billed Quarterly

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

Platform add-ons and additional Orion services available. Learn more about investment management services →  

Available exclusively to XYPN members

Ops Pricing

360° solutions for your business—that fit your business.  We alleviate the burdens of business management so you can focus on what you love. 

Please note all clients are subject to $2,900 onboarding fee. 

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

$5,200 per month

Ready to calculate your savings?