XYPN Employee Directory
Financial ServicesMontana, United States51-200 Employees
XY Planning Network is a financial services organization based in Bozeman, Montana, that supports fee-only financial planners by providing a comprehensive advisor support system and a collaborative peer network. The network enables practitioners to launch, run, and grow autonomous firms while ensuring full ownership of the business, client relationships, data, and brand. Its focus is on helping advisors operate profitable practices within a fee-based model and independent setup, distinguishing itself as a platform for autonomous financial planning practices. The organization targets fee-only or fee-based planners who work with next-generation clients, offering resources and community to help them scale. In 2025, XY Planning Network partnered with Holistiplan to provide an included member benefit, reflecting an expansion of its service ecosystem.
1-888-653-2347 
support@leadiq.com 
