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aVenture is in Alpha: During this preview period, you should expect the research data to be limited and may not yet meet our exacting standards. We've made the decision to provide early access to our data to showcase the product as we build, but you should not yet rely upon it alone for your investment decisions.

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XY Planning Network›
Products & Services
AddedJul 2, 2026
UpdatedJul 2, 2026
XYPN Emerald

XY Planning Network› offers XYPN Emerald

Product
Currently Offered

XYPN Emerald is a flat monthly subscription membership that lets independent fee-only advisors run their own RIA with full ownership.

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Overview
Analysis

XYPN Emerald is XY Planning Network's self-directed membership tier, priced at a flat monthly fee, that gives fee-only financial advisors compliance support, a curated technology stack, education, and community access while preserving full ownership of their firm. Members can add on bookkeeping, compliance, and investment management support services as their practice grows.

The tier targets advisors who want hands-on control of daily operations and the flexibility to scale support services up or down as their needs evolve.

XYPN Emerald - Classification

Industry
  • Financial Planning
Revenue
  • B2B Subscription

More from XY Planning Network

  • XYPN Sapphire logo

    XYPN Sapphire

XYPN Emerald - Direct Competitors

  • Garrett Planning Network

    Garrett Planning Network logo

    Advisor Membership

    garrettplanningnetwork.com

  • NAPFA

    NAPFA logo

    Advisor Membership

    napfa.org

AttributeXYPN EmeraldAdvisor MembershipAdvisor Membership
ProviderXY Planning Networkxyplanningnetwork.com$0 raisedGarrett Planning Networkgarrettplanningnetwork.comAcquired SubsidiaryNAPFAnapfa.orgNonprofit
Founded201420001983
Sells ToSmall BusinessBusiness, ConsumersB2B, Consumers
Pricing ModelB2B SubscriptionMembershipMembership
OwnershipPrivately HeldPrivateNonprofit
XYPN Emerald

Provider XY Planning Networkxyplanningnetwork.com$0 raised

Founded 2014

Sells To Small Business

Pricing Model B2B Subscription

Ownership Privately Held

Advisor Membership

Provider Garrett Planning Networkgarrettplanningnetwork.comAcquired Subsidiary

Founded 2000

Sells To Business, Consumers

Pricing Model Membership

Ownership Private

Advisor Membership

Provider NAPFAnapfa.orgNonprofit

Founded 1983

Sells To B2B, Consumers

Pricing Model Membership

Ownership Nonprofit