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    Xy Planning Network

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    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.
    • location

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

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    • Xy Planning Network phone

      Phone Number:

    • Xy Planning Network website

      Website: https://www.xyplanningnetwork.com

    • Xy Planning Network employees

      Employees:133

    • Xy Planning Network revenue

      Revenue:$10 - 50M

    • Xy Planning Network legal name

      Legal Name:Xy Planning Network

    • Xy Planning Network's Social Media

      Xy Planning Network linkedin Xy Planning Network facebook
    • done Is this data correct?

    • |  NAICS Code: 523110  |

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    Person level website identification

    Chief People Officer for Xy Planning Network

    Ryan Watin

    Chief People Officer

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    View Employees

    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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