Cybersecurity Solutions Built Specifically for Fee-Only Financial Planners

As a lover of the XYPN community and proud sponsor of XYPN Live 2026, CyberSecureRIA is offering exclusive packages designed specifically for XYPN members. Unlike generic IT providers, we understand the unique challenges facing independent, fee-only financial planners.

🔐 CyberSecure Premium

The CyberSecure Premium plan is perfect for state-registered RIAs who handle their own day-to-day IT tasks but need solid cybersecurity.

What’s included:

  • Secure Network Access
  • Enterprise-grade endpoint protection with 24/7 SOC monitoring
  • Password manager (business edition)
  • Monthly security awareness training
  • SaaS backup

🏠 CyberSecure SOHO Pro

Our First-Ever Small Office/Home Office Package

⚡ LIMITED: Only 10 Slots Available This Year

What’s Included:

  • Secure Network Access
  • Enterprise-grade endpoint protection with 24/7 SOC monitoring
  • Password manager (business edition)
  • Email security and anti-phishing protection
  • Monthly security awareness training
  • SaaS backup
  • IT support and help desk access

Perfect for: Solo planners and 1-2 member firms who need both cybersecurity protection and reliable IT support without enterprise complexity.

🚀 CyberSecure Max

Built for Scaling XYPN Firms

Everything in SOHO Secure, plus:

  • Advanced threat detection and response
  • SaaS application monitoring and alerts
  • Annual vulnerability assessments
  • Priority support with dedicated account manager
  • Network security

Ideal for: Growing firms with 3+ team members ready to professionalize their cybersecurity posture.

Hear from Some of Our XYPN Clients

Running a 3-person, fully virtual RIA means I don’t have the time or expertise to handle IT and cybersecurity properly. This team has been an incredible partner – handling ongoing compliance requirements, day-to-day IT support, and proactively flagging issues before they become problems.

Beyond support, they’ve also been a real thought partner as I explore more advanced, Al-driven initiatives in my firm. They understand the balance between innovation, security, and compliance, which has saved me a huge amount of time and mental bandwidth. Highly recommend for any modern, tech-forward advisory firm.

Jake Northrup Experience Your Wealth

CyberSecureRIA has been a great addition to my vendors. I finally have peace of mind knowing my IT needs, especially around security, is being taken care of. Everyone is very knowledgeable and helpful.

Crystal Rau Beyond Balanced Financial

I’ve been a client of CyberSecureRIA for a couple of years and am thoroughly impressed with the quality of their service. I use them for both ongoing routine IT support, monitoring and maintenance as well as ongoing cybersecurity policy updates and implementation.

They’re super responsive to any requests or issues and get things resolved quickly.

Prior to using them for my IT and cybersecurity programs, I did it all myself. I thought I was doing a good job at things until I realized how much they do and how much I wasn’t even aware needed to be done! With that said, I’m very happy to trust my firm’s IT and cybersecurity processes to them as I know I’m in great hands!

Andy Panko Tenon Financial

🎯 Why XYPN Members Choose CyberSecureRIA

  • We Speak Your Language:
    Unlike generic IT providers, we understand fee-only financial planning, fiduciary responsibility, and the unique compliance challenges you face.
  • Servicing XYPN Members:
    We service 30+ XYPN members across 18 states.
  • Regulation S-P Ready:
    Our solutions are specifically designed to help you meet the SEC’s updated cybersecurity requirements and state-level regulatory obligations with confidence.
  • XYPN Member Benefits:
    Exclusive discounts and flexible terms available only to XYPN network members.
  • Proven Track Record:
    Trusted by independent RIAs nationwide with a focus on firms managing $50M+ in assets.

Growing Toward SEC Registration?

Many XYPN firms start small but eventually cross the SEC threshold.

Our packages are designed to grow with your firm, helping you build the cybersecurity and compliance foundation you’ll need before that transition happens.

That message hits directly on a pain point you’ve mentioned before with firms approaching the $100M threshold. It differentiates you from generic MSPs and positions CyberSecureRIA as a long-term partner rather than just an IT vendor.

Ready to Protect Your Practice? schedule your consultation HERE

CyberSecureRIA: Where Cybersecurity Meets Financial Planning Excellence

Contact Us Today to Schedule Your 27-Minute Discovery Call