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.
xyplanningnetwork.comCrawled Oct 16, 2026
The page offers tips for building a firm.
Partner Envestnet MoneyGuide discusses the possibilities and pitfalls of cash-flow vs. goal-based financial planning.
XYPN says its mission is to help people live their great lives and that financial planning should be accessible to all.
The page compares RightCapital and eMoney financial planning software on user experience, client engagement, and cost.
XYPN is looking for people to join its growing team and introduces its founders and executive team.
XYPN is the only turnkey advice and planning platform that makes it possible for fee-only financial advisors to build the independent firm of their dreams.
XYPN offers membership and partnership opportunities.
XYPN makes it possible for fee-only financial advisors to start, run, and scale the RIA of their dreams with complete autonomy.
XYPN Sapphire, XY Planning Network’s corporate RIA, surpassed $1 billion in assets within two years of launch, president Vince Hockett says. The firm also hired an Envestnet veteran.
Jan 2024 · CitywireNews article
XY Planning Network is weighing a 2024 launch of its own corporate registered investment advisor, according to co-founders Michael Kitces and Alan Moore. The proposal remains under consideration.
Sep 2023 · ThinkAdvisorNews article
Elements announces a strategic partnership with XY Planning Network and receives $5 million in funding from Flyover Capital. The partnership and investment are intended to help financial advisors serve clients faster. The announcement names Flyover Capital as the funding source and XY Planning Network as the strategic partner.
Jan 2023 · BusinessWireNews article
XY Planning Network experiences strain as its membership expands, while adviser revenue rises materially from 2015 to 2017.
Jan 2017 · InvestmentNewsNews article