Xy Planning Network

Description

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Generation X and Generation 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 youre an established advisor already working with Gen X and Gen Y clients, or youre looking to start your own firm, XY Planning Network is here to help.

Headquarters: 135 East Main St , Bozeman, , United States

Phone Number:

Employees: 133

Revenue: $10 - 50M

Legal Name: Xy Planning Network

Xy Planning Network's Social Media

|  NAICS Code: 523110  |

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Business Coaching Fee Only Financial Planning

Chief People Officer for Xy Planning Network

Ryan Watin

Chief People Officer

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Ryan Watin

Chief People Officer

Pmc-Iii Stephanie Foster

Chief Administrative Officer

Vince Hockett

Chief Engagement Officer

Taylor Deardorff

Product Owner

Alan Moore

Co-Founder Of Xy Planning Network And Founder Of Serenity Financial Consulting

Frequently Asked Questions regarding Xy Planning Network

Where are Xy Planning Network's Headquarters?

Xy Planning Network's Headquarters are in 135 East Main St ,Bozeman,,United States

What is Xy Planning Network's official website?

Xy Planning Network's official website is https://www.xyplanningnetwork.com

What is Xy Planning Network's Revenue?

Xy Planning Network's revenue is $10 - 50M

What is Xy Planning Network's NAICS code?

Xy Planning Network's NAICS code is 523110

How many employees are working in Xy Planning Network

Xy Planning Network has 133 employees

What is Xy Planning Network's Industry?

Xy Planning Network is in the industry of Financial Services

Who is Xy Planning Network's Chief People Officer?

Xy Planning Network's Chief People Officer is Ryan Watin

Who is Xy Planning Network's Chief Administrative Officer?

Xy Planning Network's Chief Administrative Officer is Pmc-Iii Stephanie Foster

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