Find an Advisor (FAA) Portal

Our Find An Advisor (FAA) 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:

Be a CFP® professional
Have a registered firm or be an employee at a registered firm
Be fee-only at this moment in time

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

Closing

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 by following these steps:

Navigate to your XYPN Portal.
On the top navigation icons, click the third icon labeled "Profile and Settings." Then, click Member Profile.
Toggle over the Advisor Details section.
Fill out the Advisor Details.
Click "Save Advisor Details" at the bottom of the page.
Then, toggle over to the Find an Advisor section of your profile.
Click "Enable Find an Advisor" to turn the profile off.
Voila! Your Find an Advisor profile will be deactivated. You can come back and activate at any time!

Settings Updates

Update your Find an Advisor profile so that prospective clients can connect with you. Please follow the steps below to update:

Navigate to your XYPN Portal.
On the top navigation icons, click the third icon labeled "Profile and Settings." Then, click Directory Profiles.
Toggle over and edit the Directory Profiles section.
Click "Save Details" at the bottom of the page.
Then, toggle over to the Find an Advisor section of your profile.
Click "Enable Find an Advisor" to turn the profile on.
Your edits will show up immediately on the public-facing Find an Advisor Portal.

Find an Advisor Requirements

Must be a registered advisor
Update your personal CRD in the Portal (update that in your settings)
Update your firm's CRD in the Portal (update that in your settings)
Must have your CFP® certification
Must fill in your bios, both short & long
Turn the "Turn on Find an Advisor" toggle to "on"

The best way to check out changes to your profile is to turn it "on", navigate to your profile page on Find an Advisor public-facing website, and refresh the page as you make changes.

Biographies

Let folks know about you by filling in a biography. Keep it short & sweet so potential clients are enticed to learn more about what you offer on your firm's website, social media profiles, or in that first email you send them.

We highly recommend drafting your biographies in a word processor (e.g., Microsoft Word, Apple Pages, Google Docs) and saving them in that application and then copying, pasting, and submitting the new changes into the appropriate fields. We don't want a bad internet connection to cause you to lose your hard work.

Designations & Credentials

Are you a CFP®? You must have your CFP® designation in order to appear in Find an Advisor. Let us know you have that certification by selecting it from the available options and clicking "Update" to save your changes. Have some additional credentials, designations, degrees, and more? You can select all of the credentials from our pre-approved list. If you don't see something you'd like, let us know!

Headshot & Logo

We know you're a looker, but do potential clients? When searching for an advisor, your headshot is front and center. On your profile page itself, you have the opportunity to introduce your branding to potential clients through a firm logo.

You can link out to your Facebook, Instagram, LinkedIn, X (neé Twitter), or YouTube profiles on your Find an Advisor page. Connect with potential clients in an approachable way!

To get started, pull up the page of the social media profile you want folks to be able to connect with in another tab in your browser. Then, copy the full link of the social media profile. Next, navigate to the profile management page and fill in the appropriate field for the social profile you're updating on the form. Click the "Update" button to save your changes. That's it! Changes are live on your profile right away.

To connect your Wealthtender account to your XYPN Find an Advisor profile, you’ll need your Wealthtender ID. Follow these steps to find it:

Sign in to Wealthtender.
Click the Edit button above your profile.
Locate your Wealthtender ID in the header area of your profile.
Copy your ID from Wealthtender.
Paste your ID into the Wealthtender ID field on your Find an Advisor profile settings page.

FAQs

Can other CFP® professionals at my firm create their own Find an Advisor profile?

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. Please note: you must be an XYPN member to have your own profile!

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 or designation that I want. What should I do?

While we encourage our members to be niche-specific, we realize that many niches don't 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 and designations for their consumers and businesses. If you want to request a niche or designation 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.

My Find an Advisor profile got spammed. What do I do?

We hate to see spam and are so sorry it landed in your inbox. We take spam prevention on the Find an Advisor search seriously, and the site utilizes Google reCaptcha, a best-in-class spam prevention tool. Unfortunately, even the best tools can't capture all spam, especially when an actual human submits it. Please continue to let us know if you receive spam submissions like this! At this time, successful spam submissions on Find an Advisor are exceptionally low. If that begins to change, our team will explore more aggressive spam prevention measures.

Can you share metrics about my Find an Advisor profile?

Currently, the metrics you're requesting are not available on an individual member basis. However, the following information may be helpful in determining which areas to focus on for online marketing optimization.

Our business coaches emphasize that online marketing is a broad effort, and your presence should align with the platforms you prefer and where your clients actively engage. The key to success is creating content that is relevant, human-centered, and tailored to your audience. Join a Drop-In Coaching session, and we’d love to explore this with you further!
Additionally, there was a recent post by Michael Kitces about online optimization that you may find helpful: Michael Kitces Blog Post. Lastly, the Kitces.com Members Section website has a rich archive of related content!

I just became a CFP® professional. Now what?

Earning your CFP® certification is a major milestone, but there are several important steps to take before you can fully leverage your new credential. This quick-reference guide walks through the key updates advisors should make across their business, marketing, compliance documentation, and client-facing materials.

My profile isn't showing on up on Find an Advisor?

Double-check the above requirements. Reach out to us if you think something's amiss.

I don't want my profile on Find an Advisor at the moment, can you turn it off?

We've got you! If you have a complete profile currently displaying on Find an Advisor, please navigate to the Profile section of your XYPN Portal. Toggle over to the Find an Advisor Tab and click the "Turn on Find an Advisor" toggle to "off." Lastly, click "Update."

How do I find the link/address for my Find an Advisor profile?

If you've completed the above requirements, then click the "Turn on Find an Advisor" toggle to "on" and click "Update." When the update completes, you'll see the link to your Find an Advisor profile!

When I search my location, my profile doesn't show up?

Sorry to hear that! Double-check your profile is "live," according to the above requirements.

If your profile is live, review whether your business address appears on the profile management page. If it does not, navigate to settings to update us with the address you'd like used in search.

Still isn't working? We're always looking to improve the experience for potential clients to find you, so, tell us about your problem! We want to fix it.

How do I update the link to my Find an Advisor page?

Did your name change or spot a mistake in the link to your Find an Advisor page? When your profile is first created, Portal uses your name to construct the final part of the address (a "slug" in industry lingo). Understandably, that may not work for you or things change. Send us an email to chat about it!

I have more than 1 generation niche and 3 others? I also don't see one of my credentials listed?

We hear you - or want to hear more. Tell us about how you approach niches and designations. Your feedback directly drives projects for updating the Find an Advisor Profile.

How am I doing? Are potential clients seeing my Find an Advisor profile?

We want your thoughts on what you'd like to know and why. We're actively collecting data on the Find an Advisor Portal and are in the process of providing metrics on your profile soon!

I'm not so sure about this whole thing. I have some pain points. Can you change how it works?

We get it. Growth can be uncomfortable and, sometimes, we miss the mark. We want Find an Advisor to fit you and your firm's needs. Your feedback is important to us, so give it to us straight!

Why do you only allow advisors with a CFP® designation?

The CFP requirement for the Find an Advisor directory reflects XYPN’s historic focus on supporting advisors who provide comprehensive financial planning. We were founded to serve fiduciary, fee-only, financial planners, and the CFP remains the clearest and most widely recognized credential associated with that work. Organizations like NAPFA and FPA also require the CFP for inclusion in their advisor directories. In addition, we rely on the CFP Board’s definition of fee-only as part of our membership standards. The CFP requirement applies only to participation in the public-facing Find an Advisor directory, and does not impact other benefits at XYPN.

We recognize there are many respected credentials and areas of specialization within the profession, and we appreciate you taking the time to share your perspective with us. Your input genuinely shapes how we think about our policies over time.

Contact

Questions? Please contact your Member Experience Team at membership@xyplanningnetwork.com.

Last Updated: 8/24/26