# XYPN

- **Website:** <https://xyplanningnetwork.com>
- **Primary alias:** `xyplanningnetwork.com`
- **Founded:** 2014
- **Employees:** 51+
- **Location:** Bozeman, Montana, United States
- **Company kind:** PRIVATELY HELD

## Description

XYPN is an advisor support organization founded by fee-only financial planners to help independent financial advisors start, run, and grow registered investment advisory firms. Its platform combines business resources, technology, education, and a collaborative professional network, while emphasizing advisors’ ownership of their businesses, client relationships, data, and brands.

Advisors can choose between membership options designed for different needs. Emerald supports firm owners seeking autonomy, with an affordable subscription fee and optional services. Sapphire offers a turnkey corporate RIA affiliate model for advisors who want integrated operational and compliance support. Additional services include RIA registration and compliance assistance, investment management tools, bookkeeping, and member resources.

XYPN also provides guidance for launching, managing, and expanding a firm through its blog, courses, events, Answer Hub, and podcasts. Its advisor community connects members with peers and specialists, while its Find an Advisor service helps people locate fee-only fiduciary financial advice and investment management. Through these offerings, XYPN aims to make independent financial planning businesses more manageable and sustainable, with support that advisors can use according to their needs.

## Industries

- 💰 Finance

## Links

- [crunchbase](https://crunchbase.com/organization/xy-planning-network)
- [twitter](https://twitter.com/xypnofficial)
- [linkedin](https://linkedin.com/company/xypn)
- [facebook](https://facebook.com/xyplanningnetwork)

## Logos & icons

- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id2GYuQ2HI/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791437848331)
- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id2GYuQ2HI/w/123/h/49/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1791437848217)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Deep Koamaru | #161e74 | dark |
| Cornflower Blue | #61a9f2 | light |
| Cerulean Blue | #2850be | accent |

## Fonts

- Open Sans — asset _(google)_
- var(--text-font-family) — asset _(custom)_

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id2GYuQ2HI/w/1500/h/500/id32qm7e32.jpeg?c=1bxid64Mup7aczewSAYMX&t=1791437848531)

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_Source: <https://brandfetch.com/xyplanningnetwork.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._