Independent RIA

Any thoughts on xy planning network?

likehelpful
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works at

It seems like they have good benefits (tech, etc). I can’t join because I also sell life insurance.

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They significantly increase the discounts available beyond what NAPFA and FPA offer, provide coaching in several areas (business development, planning, marketing, sales, compliance, etc), facilitate mastermind groups and host incredible conferences, and the forum responses from the community are amazing. If you want to launch, run, transition to a fee-only practice their templates alone make it worth it.

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Great support for starting your own RIA. I'm about 4 months in with them and appreciate their tech stack curation / discounts, their start-up coaching and their 1k strong membership message boards. Highly recommend if you're going out on your own, even if you're not targeting gen XY. Need to be fee only.

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Go to www.feeonlyadvisors.net for my opinion

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