XYPN LIVE 2026

September 29 - October 1, 2026 · Sheraton San Diego Hotel & Marina, San Diego, CA

XYPN LIVE is the annual conference of the XY Planning Network, and 2026 marks its twelfth year. It is the definitive gathering for fee-only planners serving Gen X and Gen Y clients — a cohort that built its firms on monthly retainers and subscription fees rather than AUM minimums, and that has spent a decade proving the model works.

Who attends XYPN LIVE

Overwhelmingly founders and small-team firm owners: solo RIAs, next-generation planners in their first five years of independence, career-changers launching a practice, and the fintech vendors who build for them. It is the least corporate room on the wealth management calendar and the most willing to talk openly about revenue, pricing and what is not working.

What's on the agenda

• Launching and scaling a fee-only planning practice

• Pricing models — monthly retainer, flat fee, hourly and hybrid

• Serving next-generation clients with modern planning approaches

• Technology stack selection for lean teams

• Marketing, niche selection and organic growth

Why the technology conversation is different here

Small firms feel integration pain earlier and more acutely than large ones, because there is no operations team to absorb it. When a two-person practice adds a custodian, a planning tool and a billing system, someone is personally rekeying data between them every month. The stack decisions made in the first three years tend to calcify, which is why the technology sessions at XYPN LIVE are consistently among the best attended.

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