XY Planning Network
XY Planning Network runs a membership platform helping fee-only financial advisors launch and scale independent RIA firms.
Founded
2014Founded in 2014 by financial planners Alan Moore and Michael Kitces, XY Planning Network provides independent fee-only financial advisors with technology, compliance support, education, community, and back-office services under two membership tiers. Its Emerald tier offers a flat monthly subscription that lets advisors retain full ownership of their firm, while its Sapphire tier operates as a corporate RIA affiliate model that handles back-office and compliance responsibilities.
Headquartered in Bozeman, Montana, the company serves more than 2,100 member advisors and advocates for the fiduciary standard in financial planning. It also runs a Find-an-Advisor portal that connects consumers with fee-only fiduciary advisors and maintains a partner relationship with Charles Schwab for custodial services.
XY Planning Network - Products & Services
XYPN Sapphire is a corporate RIA affiliate membership that handles back-office and compliance for fee-only advisors.
Competing Products
XYPN Emerald is a flat monthly subscription membership that lets independent fee-only advisors run their own RIA with full ownership.
Competing Products
XY Planning Network - Quick Facts
Who are XY Planning Network's competitors?
Companies similar to XY Planning Network include Garrett Planning Network, paraplanner.ai, BluBinder and eMoney Advisor.
When was XY Planning Network founded?
XY Planning Network was founded in 2014.
Where is XY Planning Network's headquarters located?
XY Planning Network's headquarters is located in Bozeman, MT, US.
How many employees does XY Planning Network have?
XY Planning Network has 177 employees as of Jul 2, 2026.
XY Planning Network - Classification
- Industry
- Ownership
- Technology
- Geographic Exposure
- National
- Model
- Revenue
- Customer
- Tags