Application for Membership

Apply for Membership

Please fill out the following application to apply for membership to the XY Planning Network. If you have questions, please schedule a call. The application consists of five short pages: contact information, professional information, certification & signature, your fiduciary oath/fee-only agreement, and payment. If you are accepted for XY Planning Network membership, your $100 fee will be applied to your first month's payment. Each member is screened via BrokerCheck for approval into the Network. No member is approved if they have a regulatory fine, arbitration or settlement in excess of $10k. Please review this article for more information. If you are applying for Multi-Member Firm Membership, please note: each member must complete our application process.