Xy Planning Network

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  • 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

  • Xy Planning Network phone

    Phone Number:

  • Xy Planning Network website

    Website: https://www.xyplanningnetwork.com

  • Xy Planning Network employees


  • 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
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  • |  NAICS Code: 523110  |

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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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