Fee-for-Service Financial Planning
Written by XYPN Co-Founders Alan Moore and Michael Kitces, this is THE guide you need to profitably launch, run, and scale your independent RIA based on an fee-for-service model.
Your Firm, Your Terms: How to Start an RIA
Wondering what to expect when starting your own Registered Investment Advisor (RIA) Firm? This step-by-step guide covers all the bases so you can confidently navigate from where you are to where you want to be.
XYPN Membership Guide
Our info-packed directory details official partners, free-for-members services, exclusive opportunities, and additional discounts.
How to Start a Financial Planning Firm
Thinking about starting your own RIA? Use XYPN's All-in-One Checklist to be sure you have everything covered, from taxes to marketing and everything in between.
First Year RIA Budget Projection
Curious about the average financial advisor budget? It can be different in your first year. We've lined out all the items you'll need to plan for here.
Lean Launch Guide
Need to launch your firm sooner than expected? This guide will show you how to successfully start a financial planning firm on a shoestring budget.
The First Year Financial Advisor Business Plan
Our First-Year Business Plan template will help financial advisors create a vision, plan for the practical stuff, and prepare to start an independent RIA.