other names
  • XYPN INVEST
  • XY INVESTMENT SOLUTIONS, LLC
  • HUNDRED FINANCIAL PLANNING
  • XYPN SAPPHIRE
  • NEWLEAF FINANCIAL GUIDANCE LLC
  • BEECHMONT FINANCIAL GROUP LLC
  • MOMENTOUS WEALTH ADVISORS LLC
  • BEECHMONT FINANCIAL GROUP
  • TROPHY POINT FINANCIAL PLANNING
  • NEWLEAF FINANCIAL GUIDANCE
  • MOMENTOUS WEALTH ADVISORS
  • EVIDENTIA WEALTH ADVISORS
  • BEECHMONT FINANCIAL
  • XYIS
  • CHARLES MICHAEL FINANCIAL
  • WOODMONT FINANCIAL
  • DISCOVERY WEALTH MANAGEMENT
  • ONYX FINANCIAL
  • ARDENT GUARDIAN WEALTH ADVISORY
  • WINDJAMMER WEALTH
  • VITA WEALTH MANAGEMENT
  • VERBATIM FINANCIAL
  • TURNING POINT FINANCIAL WEALTH PLANNING
  • TENERE WEALTH ADVISORS
  • SCHOLAR FINANCIAL
  • REFRESH WEALTH
  • QUIET WEALTH
  • PURPOSEFUL MONEY
  • LIGHTHOUSE PLANNING
  • J.B. WEALTH STRATEGIES
  • CLEAR SKIES PLANNING
  • BIRDIE RETIREMENT PLANNING
  • DELTA LAKE WEALTH MANAGEMENT LLC
  • TURNING POINT FINANCIAL LIFE PLANNING
  • ADELPHI LLC
  • WEALTH MANAGEMENT OF ALABAMA
  • ELATION WEALTH, LLC
  • CONLEY CAPITAL MANAGEMENT
  • CAROLINA WEALTH PLANNERS
  • ADELPHI WEALTH ADVISORY
  • WEALTHPEACE
  • MERION PERSONAL FINANCE
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}

Adviser Profile

As of Date 09/24/2025
Adviser Type - Large advisory firm
Number of Employees 32 128.57%
of those in investment advisory functions 30 114.29%
Registration SEC, Approved, 06/12/2020
Other registrations (6)

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

117M 101M 84M 67M 50M 34M 17M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary