All-In Service at an All-In Fee
Transparent · Comprehensive · Fiduciary
See How We Compare
Other Financial Companies*
All-In Avg. Cost: $10,000+*
Most firms lack essential services and have many layers of commissions and fees that add up.
Case Study: Ty & Rachel
*Firms and financial professionals vary widely in their services and costs.
XY Financial Planning
All-In Cost: Starting at $300/m*
All XYFP Services are included in a transparent and straightforward asset-based fee schedule.
Case Study: Sarah & Mike
*All our services are charged according to our fee schedule or $900 per quarter, whichever is greater. Clients with less than $240,000 will be subject to our minimum fee. All-In Services are charged quarterly and require a four-quarter commitment. After 12 months, you may continue with our All-In Service or switch to Investment Only and pay 1.5% of invested assets (minimum $150 per quarter). See the Financial and Investment Planning Agreement for more details.