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2,300+

Fee-only financial advisors
a part of XYPN's network

100%

Fiduciaries, always working
in your best interest

1,600+

CFP® Professionals listed
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Nationwide Access

Find support for whatever's on your mind

 
Navigating Divorce Big changes in your world? Find an advisor who can plan through it all

Navigating Divorce

Big changes in your world? Find an advisor who can plan through it all

40+ CFP® advisors
Faith-Based Values For those who want to find an advisor who shares their faith

Faith-Based Values

For those who want to find an advisor who shares their faith

80+ CFP® advisors
Approaching Retirement Feel confident coasting into the next chapter

Approaching Retirement

Feel confident coasting into the next chapter

400+ CFP® advisors
Small Business Owner Get expert support taking your business & personal finances further

Small Business Owner

Get expert support taking your business & personal finances further

30+ CFP® advisors
Non-Traditional Investing Get support setting & forgetting your Crypto portfolio

Non-Traditional Investing

Get support setting & forgetting your Crypto portfolio

5+ CFP® advisors

Find a Partner on Your Side

We believe professional advice should put you first. That’s why every financial advisor in the Network signs an oath to work in your best interest.

TO BE LISTED ON THE XYPN FIND AN ADVISOR SEARCH PORTAL, ADVISORS MUST: 

 

Hold a CFP® Designation

The XYPN Find an Advisor search portal connects you with planners in the Network who hold a CFP® certification—representing a commitment to the highest standards of education and experience.

Offer Fee-Only Planning

A fee-only service model makes financial planning accessible and affordable for anyone seeking advice—whether or not they have assets to manage.

Sign a Fiduciary Oath

Financial advisors in the Network must uphold a fiduciary standard to keep sales and advice separate—think: your doctor versus a pharmaceutical rep.

Provide Virtual Services

Physical location should not limit your access to financial planning. Advisors in the Network provide services virtually as needed.

Remain in Good Standing

Financial advisors in the Network undergo a strict screening process to ensure there are no bad apples. Read more about our BrokerCheck screening process.

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Advisors Recently Quoted in the Media

Real Experts. Real Insights.

Keith Spencer

Keith Spencer, CFP®

Kiplinger

Keith Spencer, CFP®
Meg Bartelt

Meg Bartelt, CFP®

ThinkAdvisor

Meg Bartelt, CFP®
Craig Toberman, CFP®

Craig Toberman, CFP®

CNN

Craig Toberman, CFP®
Brian Berkenhoff

Brian Berkenhoff

U.S. News

Brian Berkenhoff
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Education & Resources

No matter where you are in your personal finance journey, financial planning firms in the Network can meet you wherever you are. Find the right fit with XYPN's CFP® designated Find an Advisor search portal.

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Interview your advisor candidates

Learn what to look for and what questions to ask when selecting a financial planner.

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Practical insights from XYPN Advisors 

Recent Blogs

Stay in the know with resources, tips, and insights from advisors in the Network. 

Income Planning: Retirement Income, Social Security, and Budgeting
Income Planning: Retirement Income, Social Security, and Budgeting
Oct 23, 2026

Income Planning: Retirement Income, Social Security, and Budgeting

How to Save for Retirement in Your 30s
How to Save for Retirement in Your 30s
Oct 20, 2026

How to Save for Retirement in Your 30s

Your First Meeting With a Financial Advisor
Your First Meeting With a Financial Advisor
Oct 13, 2026

Your First Meeting With a Financial Advisor

Read more →

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