Membership Registration Kits

What Are Membership Initial Registration Kits?

Membership Initial Registration Kits are curated bundles designed to help new members kickstart their journey when launching a firm. We offer three options tailored to your needs: Essentials, Power, and Platinum.


Each kit includes:

  • A comprehensive compliance solution to ensure a successful RIA launch (initial registration).
  • Access to our bookkeeping team to set up and organize your financial records.
  • Exclusive swag to celebrate your journey.

As you move up to higher-tier kits, you'll unlock additional benefits, such as:

  • Guidance from our business coaching team.
  • Support from our technical operations team.

Choose the kit that best fits your goals and hit the ground running with confidence!

Essential Kit

  • Yearly Contract Price: $3,425 credit card or $3,322 ACH
  • Why walk when you can run? Get to the good stuff faster with the essentials!
  • Includes:

Power Kit

  • Yearly Contract Price: Price: $10,033 credit card or $9,732 ACH
  • Set yourself up for success faster with the power to focus more on your clients from day one.
  • Includes:

Platinum Kit

  • Yearly Contract Price: Price: $15,059 credit card or $14,607 ACH
  • Looking for the most support right away? Focus on what you do best and let us do the rest.
  • Includes:

FAQ

Can I Purchase a Kit After Becoming an XYPN Member?

Kits are typically selected during the application process in collaboration with our Sales Team. However, you can still opt into a kit at any point early in your registration process (prior to engaging with compliance) to enhance your journey and set your firm up for success.

Contact

For questions, please contact the Membership Team at membership@xyplanningnetwork.com

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