XY Planning Network
XY Planning Network runs a membership platform helping fee-only financial advisors launch and scale independent RIA firms.
Founded
2014XY Planning Network runs a membership platform helping fee-only financial advisors launch and scale independent RIA firms.
XY Planning Network guarantees members one hundred percent ownership of their business, client relationships, data, and brand, which distinguishes it from custodial or franchise advisor models. Its integrated bundle of compliance support, curated technology discounts, education, and a peer community lets advisors launch and scale independent fee-only firms without an in-house back office.
The company also advocates for the fiduciary standard at the state and federal level, run by co-founder Michael Kitces, a prominent industry voice on fee-only planning.
Source: xyplanningnetwork.com
Demand for fee-only, fiduciary financial advice has grown as younger clients and regulators push away from commission-based product sales. XY Planning Network is positioned to capture this shift by giving independent advisors the infrastructure to serve middle-market clients on a flat monthly retainer.
Its Sapphire corporate RIA passing one billion dollars in assets within two years indicates the corporate-affiliate model is scaling alongside its original Emerald subscription tier.
Source: xyplanningnetwork.com
XY Planning Network prices its Emerald membership at a flat monthly subscription of $544, giving advisors compliance support, a full technology stack, community access, and education without asset-based fees. Add-on services such as bookkeeping, compliance, and investment management are priced separately so members can scale support to their firm stage.
Its Sapphire corporate RIA affiliate uses a monthly fee plus a revenue percentage, reflecting the heavier back-office and compliance burden the company absorbs on that tier.
Source: xyplanningnetwork.com