Support Solutions & Tool Kits
Do what you do best and trust us with the rest.
Scale to suit your growing business needs with our Coaching, Books, Compliance, and Invest Solutions and build a better experience for you and your clients. Imagine having efficiencies, processes, and partners in place that move the needle while you focus on the profitable parts of your business that you enjoy.
KICK-START, GROW & SCALE YOUR RIA
Choose a Kit or go à la carte with a Solution Plan that’s right for you.
Starter Kit
Everything you love about XYPN membership, plus a jumpstart to your new firm.
$2,295
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RIA Registration
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Books Set Up & Quickbooks Discount
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Exclusive Swag
Essential Kit
Why walk when you can run? Get to the good stuff faster with these essentials.
$4,015
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Enhanced RIA Registration
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Books Set Up & Quickbooks Discount
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Two Coaching Sessions
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Exclusive Swag
Power Kit
Set yourself up for success. Do what you do best and let us do the rest.
$10,510
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RIA Registration
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Complete First Year Compliance
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Books Set Up & Quickbooks Discount
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Investment Management Consultation
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Ops Launcher Tech Set Up
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Onboarding Strategy Meeting
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Two Coaching Sessions
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Exclusive Swag
Not sure which Kit is right for you?
Premium Business Coaching & Consulting Pricing
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Business Coaching & Consulting
Get the 1:1 guidance you need to move from blocked to bankable with impactful 45-minute sessions.
One session | $299
Two sessions | $499
11 sessions | $400/mo
21 sessions | $600/mo
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Books Pricing
Bring balance to your books and business with bookkeeping done right. Never sweat an audit with a partner solely focused on keeping your books clean and compliant.
Tier 1
Up to $100K gross revenue and 1-3 accounts reconciled
$185/MONTH*
$225/month* for NON-members
Tier 2
Up to $250K gross revenue and 4-6 accounts reconciled
$285/MONTH*
$325/month* for NON-members
Tier 3
Up to $500K gross revenue and 7-10 accounts reconciled
$385/MONTH*
$425/month* for NON-members
Tier 4
Up to $1M gross revenue and 11-15 accounts reconciled
$485/MONTH*
$555/month* for NON-members
Tier 5
$1M+ gross revenue and 16-20 accounts reconciled
$625/MONTH*
$750/month* for NON-members
*PLUS ONE-TIME ONBOARDING FEE FOR NEW CLIENTS. COMPLEXITY FEE MAY BE ADDED FOR PROFIT FIRST ACCOUNTING, CLASS TRANSACTIONS, OR OTHER SPECIFIC SITUATIONS. XYPN offers an exclusive discount ($25/mo) on QBO, which is charged separately.
Compliance Pricing
Compliance, simplified. Imagine regulator-proofing your RIA with a partner who always has your back.
Standard RIA Registration
You lead the way, while we support you at critical points in your firm registration process.
$1,900
Enhanced RIA Registration
Our compliance experts lead the way, providing key document development and continuous support throughout your firm registration process.
$2,700
Standard Compliance Foundations
We’ll provide you with comprehensive RIA registration service, foundational compliance program development, and ongoing implementation support during your first year of launch.
$6,000
Enhanced Compliance Foundations
We’ll provide you with expanded support from our compliance experts, foundational compliance program development, and ongoing implementation support during your first year of launch.
$10,000
Periodic Compliance Service Engagements
Tap our expert RIA compliance team to help with particular services, from ADV amendments and additional state registrations to U5 filing and transitioning from SEC to state registration.
Pricing based on support needed
Hourly & Ongoing Compliance Consulting
Get 1:1 support from RIA compliance experts on anything from regulatory exam and audit support to reviewing advertising and marketing materials. Our proactive compliance consulting is tailored to your firm's needs to help you find confidence in your compliance program.
$360/HR or $475–$2,000/MO
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Invest Pricing
Your trusted TAMP partner. Enjoy offering turnkey asset management that manages itself.
Turnkey Asset Management Platform (TAMP) Pricing
$0 - $5M AUM
35 BASIS POINTS
$5M - $25M AUM
30 BASIS POINTS
$25M+ AUM
25 BASIS POINTS
Fees are based on the advisor's AUM, using a cliff fee schedule. Once a breakpoint is reached, all assets will be billed at that same breakpoint base fee.
Orion Essentials Pricing
Orion Essentials
$6,500/YEAR
Includes up to 110 Accounts
Billed Quarterly
Pricing per additional account
111–200 Accounts: $44/Account
201–700 Accounts: $42/Account
701–5,000 Accounts: $40/Account
5,000–10,000 Accounts: $35/Account
Platform add-ons and additional Orion services available. Learn more about investment management services →