Co-founded in 2014 by Alan Moore and Michael Kitces, XY Planning Network (XYPN) is a support network and platform for fee-only financial advisors. The company's mission is to provide financial planners with the community, resources, technology, and compliance support needed to build and run successful firms serving next-generation clients. XYPN champions the fee-for-service model, where clients pay directly for financial advice rather than through commissions on product sales.

Founded in

United States