# Fee-Only Financial Planning Made Possible with XYPN > Markdown mirror of DialtoneApp's public top-site detail page for `xyplanningnetwork.com`. URL: https://dialtoneapp.com/top-sites/xyplanningnetwork.com/index.md Canonical HTML: https://dialtoneapp.com/top-sites/xyplanningnetwork.com ## Summary - Domain: `xyplanningnetwork.com` - Website: https://xyplanningnetwork.com - Description: ai readable | score 20 | purchase read only - Label: ai_readable - Payment surface: Not available - Purchase boundary: read_only - Control boundary: unknown - Rank: 682470 ## robots ~~~text User-agent: * Allow: / Sitemap: https://www.xyplanningnetwork.com/sitemap.xml Disallow: /_hcms/preview/ Disallow: /hs/manage-preferences/ Disallow: /hs/preferences-center/ Disallow: /*?*hs_preview=* Disallow: /*?*hsCacheBuster=* ~~~ ## llms ~~~text # XYPN (XY Planning Network) > Support platform for independent, fee-only financial advisors **Website:** https://www.xyplanningnetwork.com ## About XYPN is the only advisor support platform that makes it possible for independent, fee-only financial planners to build the firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, collaborative community, and back-office and client support services. ## Core Services ### Membership Options - [Emerald](https://www.xyplanningnetwork.com/emerald): Complete control over your own RIA with subscription-based pricing, full autonomy over business operations, and 100% ownership of client data, practice value and revenue. [View Pricing](https://www.xyplanningnetwork.com/emerald-pricing) - [Sapphire](https://www.xyplanningnetwork.com/sapphire): Corporate RIA affiliate model for IARs who want to join an RIA, with integrated, turnkey support and back-office burden relief. Monthly fee plus revenue percentage pricing allows you to focus on client service while XYPN handles operations. [View Pricing](https://www.xyplanningnetwork.com/sapphire-pricing) ### Technology Stack [View All Technology Solutions](https://www.xyplanningnetwork.com/technology) XYPN provides members with best-in-class, enterprise-priced technology solutions: **Included in Membership:** - Wealthbox (CRM) - RightCapital (Financial planning software) - Holistiplan (Tax planning) - XYPN Archive (Document management) - Orion Advisor Solutions - AdvicePay (Fee payment processing) - Smartria (Compliance management) - FP Pathfinder (Planning checklists) - Annual ADV Updates **Exclusive Member Discounts Available For:** - Advisor I/O - Charles Schwab - Datapoints - eMoney - Envestnet MoneyGuide - Gusto - Capitect - Hubly - MyRepChat - PreciseFP - QuickBooks - YourStake - Elements ### Support Services (Add-ons for Emerald Members) [View All Add-On Pricing](https://www.xyplanningnetwork.com/add-ons-pricing) - [Compliance Support](https://www.xyplanningnetwork.com/compliance): Registration support, Form ADV & U4 drafting and submission, client agreements & privacy policy drafting, weekly compliance drop-in group calls, core policies and procedure development, compliance manual, creation of additional required state documents for firm registration, business continuity manual, security manual, and code of ethics creation, ADV amendment filing within 30 days of firm approval, and support with regulator correspondence during registration - [Bookkeeping Services](https://www.xyplanningnetwork.com/books): Compliant, audit-ready bookkeeping for RIA firms including review and modification of the chart of accounts, balance sheet review, and QuickBooks navigation training and ongoing resources - [Investment Management](https://www.xyplanningnetwork.com/invest): Portfolio management support, turn-key asset management solutions, and tools for every client type and situation - [Launch Tool Kits](https://www.xyplanningnetwork.com/toolkits): Structured support for new RIA setup including registration and operations assistance and compliance implementation support ## Community & Education - [Community](https://www.xyplanningnetwork.com/community): Network of 2,100+ like-minded, collaborative advisors with mastermind groups for peer learning and accountability, member forums for solutions and support, virtual events with peer and expert-led insights, local meet-ups, and the XYPN LIVE conference - [Education & Resources](https://www.xyplanningnetwork.com/education-resources): XYPN Academy with on-demand training, CFP® Continuing Education Credit courses, workshops and webinars, practice management support, and comprehensive resource library. Membership also includes access to third-party education and professional organizations: - **Kitces.com Membership & CE Credit Courses**: Research-driven education on financial planning, tax strategy, investments, and advisory firm operations, with CE credits included. - **Insider Insights with Bob Veres**: Independent commentary and analysis on advisor technology, business models, and industry trends. - **NAPFA Membership**: Membership in the National Association of Personal Financial Advisors, reinforcing a commitment to fiduciary, fee-only financial planning. ### Educational Resources - [Blog](https://www.xyplanningnetwork.com/advisor-blog): Articles and insights for financial advisors - [Podcast](https://www.xyplanningnetwork.com/podcast-blog): Audio & video content featuring industry experts and successful advisors - [On-Demand Events](https://www.xyplanningnetwork.com/events#on-demand): Recorded webinars and training sessions - [Guides & Courses](https://www.xyplanningnetwork.com/free-downloads): Downloadable templates, business plans, marketing materials, and compliance guides ## Use Cases & Resources by Stage - [Start an RIA](https://www.xyplanningnetwork.com/start-an-ria): Launch your firm or transition clients with confidence. [View Starting Resources](https://www.xyplanningnetwork.com/starting-an-ria) - [Grow Your RIA](https://www.xyplanningnetwork.com/grow-your-ria): Increase productivity and profitability with proven practices & support solutions. [View Growing Resources](https://www.xyplanningnetwork.com/growing-an-ria) - [Running an RIA](https://www.xyplanningnetwork.com/running-an-ria): Efficiently manage your business and client experience - [Scaling an RIA](https://www.xyplanningnetwork.com/scaling-an-ria): Increase productivity and profitability with current resources ## Case Studies - [Andy Panko](https://www.xyplanningnetwork.com/case-study-andy-panko): Transitioned from banking, insurance, and brokerage to running a high-efficiency practice - [Cathy Curtis](https://www.xyplanningnetwork.com/case-study-cathy-curtis): Grew her solo RIA to $120M AUM leveraging streamlined tech and XYPN's Network - [Brian Muller (Sapphire)](https://www.xyplanningnetwork.com/case-study-brian-muller): Transitioned over 50 clients with Sapphire's compliance and operational support while maintaining his brand and independence ## Additional Benefits ### Lead Generation - [Find An Advisor Portal](https://connect.xyplanningnetwork.com): CFP®-designated search portal with member profile listings providing visibility to consumers seeking fee-only advisors ## Key Statistics - 2,100+ member advisors - 90% member satisfaction rating ("High satisfaction") - 100% ownership guarantee for members - 10+ years in operation (founded circa 2014) ## Target Audience XYPN serves: - Financial advisors launching new RIA firms - Career changers entering financial planning - Solo practitioners seeking support and community - Growing RIAs looking to scale operations - Established RIAs seeking discounted technology, community, and practice management support - Advisors committed to the fee-only, fiduciary model ## Fee-Only Model XYPN members operate under a fiduciary, fee-only compensation structure, meaning: - No commissions from product sales - No referral fees or kickbacks - Transparent pricing for clients - Fiduciary: obligation to act in clients' best interest - Reduced conflicts of interest ## Events - [All Events](https://www.xyplanningnetwork.com/events): Live and virtual events including webinars, workshops, and training sessions - [XYPN LIVE Conference](https://live.xyplanningnetwork.com): THE conference for fee-only advisors featuring professional and personal growth opportunities ## Contact & Resources - **Main Website:** https://www.xyplanningnetwork.com - **Find An Advisor:** https://connect.xyplanningnetwork.com - **XYPN LIVE Conference:** https://live.xyplanningnetwork.com - **Schedule Consultation:** https://info.xyplanningnetwork.com/schedule-a-call ## Social Media - Twitter: @xypnofficial - Facebook: /xyplanningnetwork - LinkedIn: /company/xypn --- ## Related Terms fee-only financial advisor, fiduciary financial planner, RIA support, registered investment advisor, financial planning technology, CFP support, independent financial advisor, financial advisor community, turnkey RIA platform, advisor compliance support, financial planning education, join an RIA, start an RIA, manage an RIA, grow an RIA, scale an RIA ~~~ ## llms-full Not found.