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Calculate your cost savings!

Build out a better bottom line for your RIA with our cost savings calculator. 

Enter firm information and "choose your own adventure" as many times as you want to find your best cost savings on the right tech, business, and support solutions for your RIA!

Then grab all the deets (or play some more) with your customized and interactive spreadsheet.

Your Firm
Number of XYPN member advisors comptab-infoalt7-icon
Number of non-member advisors
Number of assistants
Number of client households comptab-infoalt7-icon
What is your expected AUM? $
Number of accounts
Tech Included in Membership
Please select a plan
= free for members
Tech Discounts
Please select a plan
Investment & Portfolio Management
Please select a plan
= free for members
Business Support
Please select a plan
Networking, Resources & Education
Please select a plan

In addition to the free networking, resources and education benefits listed above, XYPN members also have access to: executive business coaching, member forums, XYPN Academy educational resources, templates, XYPN LIVE discounts and more.

= free for members
Compliance
Please select a plan

Compliance questions? It's complex— let's chat!

= free for members
Annual Monthly

*

Tech Included in Membership
Tech Discounts
Investment & Portfolio Management
Business Support
Networking, Resources & Education
Compliance
Total Savings
Membership Price
Net Savings

Investment management pricing is complex!

XYPN has exclusive pricing on Schwab:

Schwab
XYPN Member Price: $35 mutual fund trades and $9.99 DFA trades
Retail Price: $45 mutual fund trades and $25 DFA trades

Investment management pricing is complex!

XYPN has exclusive pricing on Schwab:

Schwab
XYPN Member Price: $35 mutual fund trades and $9.99 DFA trades
Retail Price: $45 mutual fund trades and $25 DFA trades

*Emerald Membership price will increase to $520/month effective January 1, 2025

 

Grab the deets with your interactive spreadsheet:

Get my spreadsheet →
XYPN_Grid_Green-2 FYB_cover-mock-simple

Create your first year budget

Join XYPN Executive Business Coach, Maddy Roche for in-depth guidance, tools, and actionable steps to launch a fee-only financial planning firm.

Watch now →