XY Planning Network provides a comprehensive financial planning service with access to human advisors and various planning tools, while SoFi Automated Investing lacks available information, making it difficult to assess its offerings.
| Attribute | XY Planning Network | SoFi Automated Investing |
|---|---|---|
| Financial planning services offered | Comprehensive financial planning services, including retirement planning, investment management, tax planning, estate planning, insurance planning, career planning, cash flow, debt management, and more. Focuses on serving Gen X and Gen Y clients. | Not available |
| Fee structure | Various fee structures, including monthly subscriptions (retainer), flat fees, hourly rates, and percentage of Assets Under Management (AUM). | Not available |
| Minimum investment amount | Generally doesn't have minimum asset requirements. | Not available |
| Access to financial advisors | Network of fee-only financial advisors. Clients work directly with human advisors. | Not available |
| Investment options available | Depend on the advisor you choose within the network. | Not available |
| Account management style | Financial planning-centric approach. While many offer investment management, it's common to find flat-fee pricing that doesn't require managed investments. | Not available |
| Financial planning tools and resources | Provides educational resources and planning tools for goal setting and long-term investing. | Not available |
| Customer support availability and quality | XYPN members can use their own 1-800 number to reach support staff. | Not available |
| Educational resources for financial literacy | Offers resources to improve financial literacy. | Not available |
| Personalization and customization options | Advisors can tailor financial plans and investment strategies to match different risk levels and time horizons. | Not available |
| Mobile app availability and features | Not specified in the search results. | Not available |
| Transparency and disclosures | Advisors are fee-only fiduciaries, ensuring they act in the client's best interest. | Not available |