Browsing Tag

XY Planning Network (XYPN)

2 posts

XY Planning Network (XYPN) is a pioneering support platform—founded in 2014 by Alan Moore and Michael Kitces—for fee‑only financial advisors who aim to launch and grow their own independent Registered Investment Advisor (RIA) firms. Nestled in Bozeman, Montana, XYPN enables professionals to serve younger clients (Gen X and Millennials) on a subscription or retainer-based model—without asset minimums or product commissions .