| Initial Registration – Basic | Initial Registration – Premium a la carte services |
|---|---|
| 1 state registration | Registration in additional states |
| 1 IAR | Registering and filing additional IARs |
| How-To guides and templates | Expedited 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 – Basic | Ongoing – Premium a la carte services | Price |
|---|---|---|
| Annual ADV update | Registration in additional states | $600 |
| Weekly office hours with Scott | Registering and filing additional IARs | $250 |
| How-To guides and templates | Direct access to compliance consultant (hourly) | $200 |
| Access to compliance forum for communication with members and Scott Gill | Update U4 | $100 |
| Compliance education via webinars and XYPN Academy | Filing of “Other-than-Annual” ADV updates | $250 |
| Review website/e-book/blog/course | $1,000 |
