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RIA affiliation model that breaks the mold

Your Independence, Simplified

As a Sapphire member of XYPN, you’ll have access to all of the benefits membership offers as well as exclusive, members-only discounts with XYPN partners.

As an affiliate IAR of our SEC-Registered RIA, you’ll receive all of the additional compliance, tech, custodian, and administrative support you need to run a successful RIA.

Simple, transparent pricing with no setup costs or additional fees for employees, extra seats, or advisors operating under your DBA/Brand.

Sapphire Pricing
$1,500
/mo

and 20% of revenue

I'm interested! →
Access all XYPN Benefits PLUS support with:
Compliance managed by a team of experts
Investment management & TAMP support
Fast tracked client and account transitioning
Vetted and comprehensive tech stack
Software setup, migration & integration
Bookkeeping
Business coaching
Back-office support—including investment operations, custodial interfacing, and trading
Cashiering for your clients while you enjoy time off

Your Tech Stack

Best-in-class technology set up, migrated and integrated for efficiency and scaling support that allows you to focus on doing what you love, not what you don't. 

Discover Sapphire’s powerful, plug-and-play RIA affiliation model.

Get the guide ↗
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“Sapphire helps me focus on serving clients and growing my business. It’s like having an extra employee who takes care of the stuff you don’t want to do, with a cost that scales perfectly as your company grows, without the employment headaches.”
ryan-johnson
Ryan Johnson, CFP®, BFA™
Founder, Hundred Financial Planning
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Case Study

Taking Control & Focusing on What Matters

Brian became a Sapphire member to get the key compliance and operational support he needed, making it a breeze to transition over 50 clients while keeping his brand and independence intact.

Read more →

Ready to get started?

Find your fit →
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Advisory services are offered through XY Investment Solutions, LLC (dba “XYPN Invest” or “XYPN Sapphire”), an SEC registered investment advisor. XYPN Invest is wholly owned by XY Planning Network, Inc. (“XYPN”).
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