XY Planning Network

www.xyplanningnetwork.com

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients. Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business. Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients. Whether you’re an established advisor already working with Gen X and Gen Y clients, or you’re looking to start your own firm, XY Planning Network is here to help.

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XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X & Y clients. Co-founders Alan Moore and Michael Kitces developed XYPN to create a network that supports and encourages financial advisors who want to forge a new path in the industry. We offer comprehensive resources to help you run better and more successful business. Our mission? To provide a turnkey solution for startup firms, existing financial planning practices, and large firms looking to better serve next-gen clients. Whether you’re an established advisor already working with Gen X and Gen Y clients, or you’re looking to start your own firm, XY Planning Network is here to help.

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Country

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State

Montana

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City (Headquarters)

Bozeman

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Founded

2014

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Estimated Revenue

$1 to $1,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Vice President ( of Getting S*** Done )

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Director of Member Success

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Events Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Manager of Investment Advisor Registration

    Email ****** @****.com
    Phone (***) ****-****

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