Find an Advisor Portal

Our Find An Advisor Portal is a member benefit that allows consumers to find fee-only financial planners and CFPs like you. This search tool is a unique system that helps promote your firm and expose your niche to the financial planning world. Consumers search this webpage daily to find advisors in their geographical area whose services match their needs!

Signing Up

To qualify for a profile, you must:

1. Be a CFP®
2. Have a registered firm or be an employee at a registered firm
3. Be fee-only at this moment in time

If you meet all of the above, great! You can complete and publish your profile here!

Editing Your Profile

You can access Profile Settings to edit your profile at any time!

Account Management

Cancellation

If you wish to have your profile removed from our Find an Advisor page, please unpublish your profile via the profile settings of your XYPN Portal.

Adding Additional Users

If your firm has multiple CFP®s who are each XYPN members, you can each have your profile on our Find an Advisor page. Each additional user can create a profile via the profile settings of their XYPN Portal.

Contact

If you have any questions about your Find an Advisor profile or any errors on our profile page, feel free to contact membership@xyplanningnetwork.com.

FAQs

Do I have to have a profile featured on the 'Find an Advisor' Page if I don't want to?

Absolutely not! Even if you are a CFP®, being featured on our Find an Advisor page is not required. You can opt-in or opt-out at your discretion. 

XYPN doesn't have the niche that I want. What should I do?

While we encourage our members to be niche-specific, we realize that many niches fall into the categories we have provided on our Find an Advisor page. We created these categories with industry trends in mind. However, some members need tailored niches for their consumers and businesses. If you want to request a niche that doesn't fall into the categories we have provided, please email membership@xyplanningnetwork.com so we can consider making adjustments. 

How does the Find an Advisor Search Work?

The Find an Advisor page randomizes the profiles shown on the home page for each new visitor. If any filters are applied, the search will show a new random order for profiles in that subset. This is by design to encourage visitors to engage with the search that are relevant to them and to ensure equity among the profiles.