Xypn

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XYPN makes it possible. Launch, run, and grow the fee-only firm of your dreams with complete autonomy. Make it possible with the only advisor support system that connects you with everything you need to succeed profitably—including a support network of collaborative peers—and guarantees 100% ownership of your business, client relationships, data, and brand.

Company Details

Employees
178
Founded
-
Address
Bozeman, Mt 59715, Us
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
https://www.xyplanningnetwork.com/
Keywords
Fee Only Financial Planning and Business Coaching.
HQ
Bozeman, MT
Competitors
eMoney Advisor, Altruist, Kitces.com, RightCapital, Dispatch, NAPFA - National Association of Personal Financial Advisors, XYPN Invest, Buckingham Wealth Partners, Financial Planning Association (FPA), AdvicePay.
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News

CALL FOR ENTRIES - XYPN LIVE 2025 AdviceTech Competition - Yahoo Finance

CALL FOR ENTRIES - XYPN LIVE 2025 AdviceTech Competition Yahoo Finance

XYPN Unveils Major Tech Advancements for Members with Holistiplan and Orion - GlobeNewswire

XYPN Unveils Major Tech Advancements for Members with Holistiplan and Orion GlobeNewswire

XYPN Marks Biggest Year for Growth in 2024 - Yahoo Finance

XYPN Marks Biggest Year for Growth in 2024 Yahoo Finance

XY Planning Network Empowers Independent Advisors with Business Improvements for 2022 - PR Newswire

XY Planning Network Empowers Independent Advisors with Business Improvements for 2022 PR Newswire

XYPN Launches Sapphire, a Corporate Affiliation Model that Offers a New Path to Independence - ACCESS Newswire

XYPN Launches Sapphire, a Corporate Affiliation Model that Offers a New Path to Independence ACCESS Newswire

Money Talk with Liz Weston: Should this reluctant retiree pay an advisor? - Los Angeles Times

Money Talk with Liz Weston: Should this reluctant retiree pay an advisor? Los Angeles Times

Save Money on Retirement Advice - AARP

Save Money on Retirement Advice AARP

When to Fire Your Adviser - Kiplinger

When to Fire Your Adviser Kiplinger

XYPN Members Add More Than 20,000 New Clients As Fee-For-Service Planning Gains Momentum - PR Newswire

XYPN Members Add More Than 20,000 New Clients As Fee-For-Service Planning Gains Momentum PR Newswire

Co-working Grows Among Advisors - wealthmanagement.com

Co-working Grows Among Advisors wealthmanagement.com

XY Investment Solutions Announces New Partnership with Orion Enterprise - PR Newswire

XY Investment Solutions Announces New Partnership with Orion Enterprise PR Newswire

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