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Frequently asked questions
Answers to common questions about finding and working with an XYPN advisor.
Use XYPN’s Find an Advisor search to filter by location, specialty, and the kind of help you need. Review profiles, compare services and pricing, and talk with more than one advisor before choosing the best fit.
Fee-only advisors are paid directly by their clients and do not earn commissions for selling financial products. Depending on the advisor, pricing may include a flat fee, monthly subscription, hourly rate, or a fee based on assets under management. Each advisor explains their pricing on their profile.
Yes. Every XYPN advisor offers virtual financial planning services, so you can work with the right advisor regardless of where you live. Use the location filters to find advisors who are able to serve clients in your state, including advisors who may also offer in-person meetings.
No. Many advisors in the Network offer flat-fee, hourly, or subscription-based planning, so you do not need an investment portfolio to receive professional financial advice.
XYPN is a Network of independent, fee-only financial advisors. Advisors listed in the Find an Advisor search must hold a CFP® designation, act as fiduciaries, provide virtual services, and remain in good standing. These standards help you start your search with confidence.
Disclosure
This directory is available as a convenient resource for individuals to search for a potential fee-only advisor. The advisors listed are responsible for providing and maintaining the information contained within their profile. XYPN does not match individuals with specific advisors nor does XYPN recommend or endorse any particular advisor listed on this directory. Individuals should evaluate advisors based on their own specific needs.
Advisors pay XYPN a flat monthly membership fee in exchange for many included benefits and services which include listing on our Find an Advisor directory, if eligible. All fees are paid to XYPN irrespective of whether or not they are listed on the directory and do not change based on whether an individual chooses to work with a listed advisor or not.
Any reviews presented on advisor profiles may not be representative of other clients’ experiences and do not guarantee future performance. XYPN can not guarantee or provide assurances of desired results or satisfaction for any advisor listed you choose to engage with.