Interested in joining the leading network of fee-only financial advisors who specialize in serving their ideal clients while running their own firms? XY Planning Network would love to give you the tools, help, and support you need to succeed.
Use the form below to apply for membership in XY Planning Network. If you are unsure if you qualify, please reach out to us before submitting your application.
Corporate Membership XYPN Application
Please fill out the following application to apply for membership to the XY Planning Network.
Please note that after your application has been submitted, you will be e-mailed a link to pay your $100 non-refundable application processing fee. Your application will not be reviewed until your processing fee has been received. Remember that if you are accepted for XY Planning Network membership, your $100 fee will be applied to your first month’s payment.