XY Planning Network

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  • 2014 April 04

Company Description

A Turnkey Financial Planning Platform Supporting Financial Advisors Serving Gen X & Millennials With A Monthly Retainer Model

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  • Manufacturer:

    Financial Services

  • Formed:

    April 4, 2014

  • Founders:

    Michael Kitces

  • Company Website:

    http://www.xyplanningnetwork.com

  • Company E-mail:

  • Company Address:

    500 Westover Drive #7448
    Sanford, NC
    United States

  • CEO:

    • Michael Kitces

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