Apply for Membership

Please fill out the following application to apply for membership to the XY Planning Network. If you are accepted for XY Planning Network membership, your $100 fee will be applied to your first month's payment. Applications are processed within 24 - 48 hours. Monthly membership fees begin as soon as your membership is processed. 

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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.

If you are applying for Multi-Member Firm Membership, please note each member must complete our application process.

If you have questions about membership or the application process, please schedule a call.