XY Planning Network, LLC

EST. AUM
$1,253,476,799

CONTACTS
2

CLIENT ACCOUNTS
4,262

Firm Details

Metro area Bozeman
CRD Number 285967
Website xyplanningnetwork.com
Client types

Overview

XY Planning Network, LLC provides an advisor support platform for fee-only financial planners and RIAs. Holistiplan is offered as a Membership Benefit that provides support and helps firms launch, run, and grow a fee-only practice with complete autonomy. It guarantees 100% ownership of the business, client relationships, data, and brand. The platform supports starting, growing, or joining an RIA, with options to start, grow, join, or find an advisor. The network has 2100+ advisors, and 90% of members rate their experience as high satisfaction. The XYPN EXPERIENCE focuses on autonomy, support, connection, confidence, affordable transparency, and trusted expertise; it is founded by fee-only financial planners.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

XY Planning Network, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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