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Alan Moore

CEO of XY Planning Network & AdvicePay

Alan Moore is a prominent figure in the financial planning industry, known for co-founding and leading innovative companies that aim to transform the field. He is the co-founder of XY Planning Network and AdvicePay, serving as CEO for both companies.125

Moore, who holds a Master's degree and is a Certified Financial Planner (CFP®), has been recognized for his contributions to the industry. He was named one of Investment News' "40 Under 40" in financial planning and was listed as one of "The 10 to Watch in 2015" by Wealth Management.5 In 2015, he became the first recipient of the NAPFA Young Professional award.5

Career Highlights

  • Co-founder and CEO of XY Planning Network, a support network for advisors serving next-generation clients5
  • Co-founder and former CEO of AdvicePay, a compliant payment processor for financial advisors15
  • Founded Serenity Financial Consulting in 2012, which he later sold to Abacus Wealth Partners in 20155

Contributions to the Industry

Moore is passionate about helping financial planners start and grow fee-only firms to serve Gen X and Gen Y clients, who are often overlooked by traditional firms.5 He frequently speaks on topics related to technology, marketing, and business coaching in the financial planning sector.5

Recent Developments

In February 2023, Moore announced he would be stepping down as CEO of AdvicePay to focus full-time on his role as CEO of XY Planning Network.14 He transitioned to the position of Executive Chairman of the Board at AdvicePay, with Alex Sauickie taking over as the new CEO in July 2023.3

Alan Moore currently resides in Bozeman, Montana, where he enjoys skiing and fishing.25

Highlights

Aug 22 · blog.advicepay.com
AdvicePay Earns Third Consecutive Spot on Inc. Magazine's 'List of ...
Jul 9 · advicepay.com
About Us - AdvicePay
May 8 · zoominfo.com
AdvicePay - Overview, News & Similar companies | ZoomInfo.com
Mar 8 · riabiz.com
Alan Moore can't catch a break; AdvicePay CEO exits after seven ...
Alan Moore can't catch a break; AdvicePay CEO exits after seven ...
Feb 23 · news.uga.edu
Alan Moore: The Business Builder - Georgia Magazine - UGA Today
Feb 9 · thinkadvisor.com
Alan Moore to Step Down as AdvicePay CEO - ThinkAdvisor
Alan Moore to Step Down as AdvicePay CEO - ThinkAdvisor

Related Questions

What inspired Alan Moore to start AdvicePay?
How did Alan Moore transition from being CEO of AdvicePay to executive chairman?
What are the main goals of the XY Planning Network?
How does AdvicePay help financial advisors manage billing and payments?
What challenges did Alan Moore face when launching AdvicePay?
Alan Moore
Alan Moore, photo 1
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Location

Bozeman, Montana, United States