Initial Registration – BasicInitial Registration – Premium a la carte services
1 state registrationRegistration in additional states
1 IARRegistering and filing additional IARs
How-To guides and templatesExpedited filing services
Access to compliance forum for communication with members and Scott Gill
Compliance education via webinars and XYPN Academy
Weekly office hours with Scott
Ongoing Compliance – BasicOngoing – Premium a la carte servicesPrice
Annual ADV updateRegistration in additional states$600
Weekly office hours with ScottRegistering and filing additional IARs$250
How-To guides and templatesDirect access to compliance consultant (hourly)$200
Access to compliance forum for communication with members and Scott GillUpdate U4$100
Compliance education via webinars and XYPN AcademyFiling of “Other-than-Annual” ADV updates$250
Review website/e-book/blog/course$1,000