XY Planning Network

About

Montana Leadership: Alan Moore, Co-Founder & CEO; Raul Dominguez, COO; Vince Hockett, President

Year Founded: 2014

Location: Bozeman

Full-time Employees: 95

Launch, run, and grow the fee-only firm of your dreams with complete autonomy. XY Planning Network makes it possible with the only advisor support system that connects you with everything you need to succeed profitably—including a support network of collaborative peers—and guarantees 100% ownership of your business, client relationships, data, and brand.