Turn your financial dreams into reality

Get ahead with flat fee, expert financial advice for investing, taxes, real estate and more.

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Rating is sourced fromTrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.

Your money. Mastered.

Work with a dedicated CFP® professional who transforms your goals into a clear, step-by-step plan. 
With ongoing guidance across every part of your financial life, you’ll have a personalized, integrated strategy that turns your goals into reality.

Get clarity with an interactive dashboard to see your progress- letting you get back to focusing on what matters most.

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Investments

Smart, diversified strategies that grow 
with you.

Taxes

Potentially cut your tax bill with proactive planning.

Retirement

Build freedom on your timeline.

Cash flow

Know where every dollar goes and why.

Real estate

Make property work for your goals.

More

Equity compensation, education savings, insurance, estate planning, and long-term care.

Meet Your Money Mentor, Partner and Coach
Get paired with an expert CERTIFIED FINANCIAL PLANNER® professional who knows you. No rotating advisors, no sales pressure, and no hidden fees. Just unbiased expertise tailored to your goals, budget, and timeline.
The Domain Guarantees
Financial Planning Done Right. Guaranteed.
We believe in a transparent and results-oriented approach to financial planning. That's why we offer a series of industry-leading guarantees, designed to give you complete peace of mind and the confidence you deserve when it comes to your financial future.
Here's how it works:
Flat Fee Advantage
Your financial success shouldn't be hindered by hidden costs. Our flat-fee model means no 1% asset under management (AUM) fees and no commissions.
Fiduciary Protection
We are a fiduciary, legally bound to prioritize your financial well-being. No pushing products, just unbiased advice tailored to your unique circumstances.
Money Back Guarantee
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. No questions asked.
Feeling unsure? We understand!
That's why we offer this guarantee. Get started today, knowing we’re committed to your financial journey.
Click here to learn more and see the full terms & conditions.

Membership that pays for itself

From smarter tax strategies to better investment decisions, get measurable results that justify the membership cost and then some.

3% higher investing returns

Working with the right financial expert can add up to 3% in net annual returns through better investment decisions, proactive tax planning, and behavioral coaching.1

Up to 4x more wealth

A clear, written financial plan can help you build 2–4x more wealth by retirement—because maximizing your potential starts with having the right plan.2

350+ hours saved

Trying to manage your finances alone is complex and time-consuming. Imagine what you could accomplish with an extra 350+ hours each year.3

Vanguard Research, "Putting a value on your value: Quantifying Vanguard Advisor's Alpha," which identifies approximately 3% in potential net returns through financial guidance, proper asset allocation, cost-effective implementation, rebalancing, behavioral coaching, and tax strategies.  https://advisors.vanguard.com/insights/article/IWE_ResPuttingAValueOnValue. 2. Based on 2023 T. Rowe Price Retirement Savings and Spending Study that showed individuals with a formal plan were over two to almost four times wealthier than pre-retirees without a plan. https://www.prnewswire.com/news-releases/two-thirds-of-americans-say-their-financial-planning-needs-improvement-301881539.html. 3. Based on a US Bureau of Labor Statistics 2023 American Time Use Survey that showed, among the top Americans who engage in financial planning themselves, they typically spend 59 minutes a day managing their money. https://www.bls.gov/news.release/pdf/atus.pdf

Delighted Clients

My wife and I had a fantastic experience working with our Domain Money CFP®. They were extremely thorough and clearly know their craft. They put in a lot of time and effort to help us review our finances and develop a solid plan. After working with Domain, we felt much more confident in how our investments were distributed. Not only are they professional and knowledgeable, but they're also incredibly kind. We highly recommend Domain to anyone looking for top-notch financial planning.

Mark J.

My wife and I had a fantastic experience working with our Domain Money CFP®. They were extremely thorough and clearly know their craft. They put in a lot of time and effort to help us review our finances and develop a solid plan. After working with Domain, we felt much more confident in how our investments were distributed. Not only are they professional and knowledgeable, but they're also incredibly kind. We highly recommend Domain to anyone looking for top-notch financial planning.

Mark J.
Essential with
Adrianna Adams

A great service, but the process could use some refinement. I found Domain Money through Money with Katie and it sounded right up my alley, as I was looking for a third party to review my current financial situation and help me strategize how to take it to the next level. The second Strategic Plan session with my CFP® was extremely informative and helpful. I felt that they really understood my questions and goals for the Strategic Plan. All good things to say about my CFP® in particular! I imagine the company has grown pretty quickly over the past couple of years and my original 3 star review is more related to the process. The Strategic Plan was a big investment for me and I was really excited to do it, but I felt that there were some steps missing to really benefit from the full service that I had paid for. The questionnaire asks pretty broad "visionary" questions and wasn't particularly well suited to outlining very specific questions/goals. I'm not a big dreamer, I think in very literal terms :) I was under the impression the first call would be more of a strategy session, but it was really a check-in on the plan that had already been started. During that call my CFP® expressed that they felt I may be better suited for the Essential Plan. I genuinely appreciated the honesty, but one document/statement I had uploaded hadn't been seen and was pretty critical to my selection of the Strategic Plan. That first session really ended up being more of a budget review since without that information it looked like I was pretty much spending everything I earned, but once I was able to explain my situation and goals to my CFP®, they took that information and were able to put together a very helpful plan. I'm looking forward to scheduling the follow up call that they offered to check in on my progress. I would recommend the service to friends, but would tell them to be as specific as possible during the questionnaire so that they can make the most out of their first meeting. Given the emphasis during the initial consultation on clients leaving 100% satisfied, I was a bit surprised that the only request for feedback was to write a Trustpilot review. I'm not typically one to leave an online review, but I do want to provide some (hopefully) constructive criticism that might help improve the process for future clients. I firmly believe that there's a huge need for this type of service and am thrilled that more companies like Domain Money are popping up. I would just encourage them to continue refining their process so that their clients can benefit as much as possible from their talented advisors. Updated 3/3/25- I have appreciated all of the efforts Domain Money has made to improve upon my initial experience. I look forward to continuing to work with them in the future.

Brigid M.

A great service, but the process could use some refinement. I found Domain Money through Money with Katie and it sounded right up my alley, as I was looking for a third party to review my current financial situation and help me strategize how to take it to the next level. The second Strategic Plan session with my CFP® was extremely informative and helpful. I felt that they really understood my questions and goals for the Strategic Plan. All good things to say about my CFP® in particular! I imagine the company has grown pretty quickly over the past couple of years and my original 3 star review is more related to the process. The Strategic Plan was a big investment for me and I was really excited to do it, but I felt that there were some steps missing to really benefit from the full service that I had paid for. The questionnaire asks pretty broad "visionary" questions and wasn't particularly well suited to outlining very specific questions/goals. I'm not a big dreamer, I think in very literal terms :) I was under the impression the first call would be more of a strategy session, but it was really a check-in on the plan that had already been started. During that call my CFP® expressed that they felt I may be better suited for the Essential Plan. I genuinely appreciated the honesty, but one document/statement I had uploaded hadn't been seen and was pretty critical to my selection of the Strategic Plan. That first session really ended up being more of a budget review since without that information it looked like I was pretty much spending everything I earned, but once I was able to explain my situation and goals to my CFP®, they took that information and were able to put together a very helpful plan. I'm looking forward to scheduling the follow up call that they offered to check in on my progress. I would recommend the service to friends, but would tell them to be as specific as possible during the questionnaire so that they can make the most out of their first meeting. Given the emphasis during the initial consultation on clients leaving 100% satisfied, I was a bit surprised that the only request for feedback was to write a Trustpilot review. I'm not typically one to leave an online review, but I do want to provide some (hopefully) constructive criticism that might help improve the process for future clients. I firmly believe that there's a huge need for this type of service and am thrilled that more companies like Domain Money are popping up. I would just encourage them to continue refining their process so that their clients can benefit as much as possible from their talented advisors. Updated 3/3/25- I have appreciated all of the efforts Domain Money has made to improve upon my initial experience. I look forward to continuing to work with them in the future.

Brigid M.
Essential with
Adrianna Adams

I am a huge fan of Domain Money and my personal CFP Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an actionable and understandable strategy that we can revisit annually.I would highly recommend both Domain Money and Adrianna to friends and colleagues alike, as peace of mind for your family's financial future is priceless!

Brian P.

I am a huge fan of Domain Money and my personal CFP Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an actionable and understandable strategy that we can revisit annually.I would highly recommend both Domain Money and Adrianna to friends and colleagues alike, as peace of mind for your family's financial future is priceless!

Brian P.
Essential with
Adrianna Adams

We are new to personal finance and only just now in a position to even think about saving and investing. Domain offered packages that were perfect for where we are in our personal finance journey. Our CFP® helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We are already seeing the benefits of her guidance and look forward to working with Domain as we grow our family's financial security.

Suraya

We are new to personal finance and only just now in a position to even think about saving and investing. Domain offered packages that were perfect for where we are in our personal finance journey. Our CFP® helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed and could actually start taking the steps to a stronger financial future. We are already seeing the benefits of her guidance and look forward to working with Domain as we grow our family's financial security.

Suraya
Essential with
Adrianna Adams

Domain is an incredible financial resource, even for people that are already financially savvy. We’ve worked with our CFP® for years- she helped develop a framework and plan for saving and investing that helps us meet our financial (and life!) goals. Actually- the process of working with Domain helped our family clarify those goals to begin with. They're extremely knowledgeable and approachable. Our CFP just gets it - 10/10 would recommend!

Eli

Domain is an incredible financial resource, even for people that are already financially savvy. We’ve worked with our CFP® for years- she helped develop a framework and plan for saving and investing that helps us meet our financial (and life!) goals. Actually- the process of working with Domain helped our family clarify those goals to begin with. They're extremely knowledgeable and approachable. Our CFP just gets it - 10/10 would recommend!

Eli
Essential with
Adrianna Adams

We have worked with our Domain CFP® for several years and value the original plan she developed, as well as all of the fine-tuning over the years. They are the best!

Brianna

We have worked with our Domain CFP® for several years and value the original plan she developed, as well as all of the fine-tuning over the years. They are the best!

Brianna
Essential with
Adrianna Adams

My husband and I have worked with our CFP® for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. Added bonus, she is so funny and personable, making every meeting a pleasure. I can't recommend them enough!

Erica

My husband and I have worked with our CFP® for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. Added bonus, she is so funny and personable, making every meeting a pleasure. I can't recommend them enough!

Erica
Essential with
Adrianna Adams

I highly recommend Domain Money. Our CFP® has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree our CFP is one of the best. We continue to reference our strategic plan a year after it was prepared, and get tremendous value in quarterly check-ins with them. We highly recommend working with Domain!

Christine

I highly recommend Domain Money. Our CFP® has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree our CFP is one of the best. We continue to reference our strategic plan a year after it was prepared, and get tremendous value in quarterly check-ins with them. We highly recommend working with Domain!

Christine
Essential with
Adrianna Adams

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.

Zach

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.

Zach
Essential with
Adrianna Adams

We've had a fantastic experience with Domain Money. Our CFP® helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.

Edmund

We've had a fantastic experience with Domain Money. Our CFP® helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.

Edmund
Essential with
Adrianna Adams

We have been working with our CFP® for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Domain we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. As others have said she's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

Sarah

We have been working with our CFP® for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years in a very competitive market. After we started working with Domain we were much more confident and finally able to make it happen without overstretching ourselves. We continue to have check-ins as needed for all kinds of questions, from stock and investment allocations, to college 529 plans, to retirement and she's very knowledgeable and responsive. As others have said she's extremely easy to talk to, honest, and straightforward. We've already recommended her several times to our friends and family.

Sarah
Essential with
Adrianna Adams

Domain Money is tremendous. Our CFP® changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Jacob

Domain Money is tremendous. Our CFP® changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Jacob
Essential with
Adrianna Adams

We highly recommend working with Domain Money. Our CFP® spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.

Aaron

We highly recommend working with Domain Money. Our CFP® spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.

Aaron
Essential with
Adrianna Adams

I had procrastinated for a long time to take care of my finances and have solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Domain Money and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading in my head!

Marcella

I had procrastinated for a long time to take care of my finances and have solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Domain Money and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading in my head!

Marcella
Essential with
Adrianna Adams

I have had an excellent experience working with Domain Money! Our CFP® has been our sage voice of financial reason since 2014. She is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our recurring meetings with Domain we feel confident that we are on the right track for college and retirement savings.

Maeve

I have had an excellent experience working with Domain Money! Our CFP® has been our sage voice of financial reason since 2014. She is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our recurring meetings with Domain we feel confident that we are on the right track for college and retirement savings.

Maeve
Essential with
Adrianna Adams

Our CFP® is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Nicole

Our CFP® is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Nicole
Essential with
Adrianna Adams

I was in the market for financial advice. You'd think as a 30-something millennial I'd have my X together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. I guess I saw the price and was like um, but then, given I spend so much on Equinox, Barrys, dinners out, Erewhon smoothies, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it and I'd recommend anyone to get on this train!

Alexander

I was in the market for financial advice. You'd think as a 30-something millennial I'd have my X together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. I guess I saw the price and was like um, but then, given I spend so much on Equinox, Barrys, dinners out, Erewhon smoothies, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it and I'd recommend anyone to get on this train!

Alexander
Essential with
Adrianna Adams

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic Essential Plan, but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions and look forward to building a relationship with both Adrianna and Domain Money.

Aaron

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic Essential Plan, but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions and look forward to building a relationship with both Adrianna and Domain Money.

Aaron
Essential with
Adrianna Adams

My CFP® helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Domain Money to anyone who doesn't know where to start.

Millicent

My CFP® helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Domain Money to anyone who doesn't know where to start.

Millicent
Essential with
Adrianna Adams

Working with Domain was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. Our CFP® was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Eric

Working with Domain was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. Our CFP® was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Eric
Essential with
Adrianna Adams

Our CFP® is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Domain through the Southern Marin Mother's Club.

Carrie

Our CFP® is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients. Can't say enough about how grateful I am to have found Domain through the Southern Marin Mother's Club.

Carrie
Essential with
Adrianna Adams

My husband and I were incredibly pleased with the plan that our CFP® created. It felt like he really listened to our short versus long-term goals and accounted for nuances and how we wanted to structure our retirement. Our plan provided a small list of action items and we were able to make the adjustments within two weeks of reviewing everything with him. Getting the confirmation that we are right on track with a detailed analysis has been reassuring, and knowing we can check back in should any major changes occur, is even more so.

Erin

My husband and I were incredibly pleased with the plan that our CFP® created. It felt like he really listened to our short versus long-term goals and accounted for nuances and how we wanted to structure our retirement. Our plan provided a small list of action items and we were able to make the adjustments within two weeks of reviewing everything with him. Getting the confirmation that we are right on track with a detailed analysis has been reassuring, and knowing we can check back in should any major changes occur, is even more so.

Erin
Essential with
Adrianna Adams

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials. Profile images are for representational purposes only and do not depict actual client images. Testimonials were selected to highlight the diversity of our CERTIFIED FINANCIAL PLANNER® professionals and not based on client experience, investment performance, or any rating.

No AUM Fees – ever

Transparent, flat-fee pricing. 
And never any hidden costs or assets under management (AUM) fees.

Best-in-class security

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2-factor authentication.

CFP® professionals

Delivering unbiased, expert advice as a true fiduciary, acting in the best interests of the client.

How we help you reach more goals – faster

Three simple steps to transform your financial future with expert guidance that evolves with your life.

Step 1 Advisor gets to know youOrange arrow
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Advisor helps you implement plan

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FAQs
How is Domain Money different from a traditional financial advisor?

Traditional advisors often focus narrowly on investment management and charge a percentage of your portfolio (AUM). Domain Money takes a broader, coach-style approach. We build a personalized plan that covers your entire financial life—cash flow, taxes, equity compensation, real estate, retirement, and insurance. You’ll work with the same dedicated CFP® professional for ongoing guidance, with no product sales or commission incentives.

How does your flat-fee membership work?

Instead of paying a percentage of your assets (which grows as your wealth grows), you pay one predictable annual membership fee. That fee covers your complete financial plan, regular updates, and unlimited access to your CFP® professional

What qualifications do your advisors have?

Every Domain Money advisor is a CERTIFIED FINANCIAL PLANNER® professional. This means they’ve completed rigorous education, experience, and ethics requirements, and are trained to look at your full financial picture. Our advisors act as fiduciaries, which means they’re legally and ethically obligated to put your best interests first. You’ll have expert guidance from someone who knows you personally—not a rotating advisor or call center.

Is Domain Money a fiduciary?

Yes. All Domain Money CFP® professionals are fiduciaries. That means we’re required to put your best interests ahead of our own at all times. Unlike advisors who earn commissions on products, we don’t sell financial products or take referral fees. Our only focus is giving you objective, conflict-free advice to help you make smarter money decisions with confidence.

Can I do this with my spouse or family member?

Absolutely. Most clients work with us as a household, so both spouses (or family members) are included in the planning process. We’ll align your shared goals—like buying a home, funding college, or retiring early—while also addressing individual priorities. You’ll leave with one clear, step-by-step plan that helps your entire family move forward together.

How much does financial planning usually cost?

Traditional advisors often charge around 1% of assets under management (AUM) each year. For example, a $1M portfolio could mean $10,000 annually in fees, on top of potential charges for trades, mutual funds, or wrap fees. Some also require investment minimums. At Domain Money, our model is different—you pay one transparent annual membership fee, no matter your portfolio size. That covers your entire financial plan, including tax strategies, real estate guidance, and retirement planning.