Your whole financial life, handled.
All-in-one wealth management for investments, taxes, equity, real estate and more.
Rating is sourced from TrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.
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The flat-fee advantage
Wealth management without the wealth tax.
One flat annual fee, with no asset under management (AUM) fees.
Calculate what a 1% fee costs youPortfolio growth over 30 years
The gap compounds to about $1.65M by year 30–quietly, a little more every year.
Assumes a $500,000 starting portfolio, $50,000 in annual contributions, and a 7% annualized return over 30 years, with no additional underlying fees. For illustrative purposes only.
All-in-one, one flat fee
A modern solution
for everything with a dollar sign
Most advisors just manage your investments.
Domain Money manages your entire financial life.
CFP® professionals
A dedicated Certified Financial Planner professional, not an algorithm.
Your advisor
Adrianna Adams
Certified Financial Planner®
Retirement
Estate
Tax-aware
Cash flow
Message me
0% AUM investing
Professionally managed portfolios with no assets under management (AUM) fees.
Portfolio
$1.42M
On track
AUM fee
0%
Tax filing & strategy
Tax filing and year-round tax planning to ensure you keep more of what you’ve earned.
2025 return
Filed
Roth conversion
−$3,200 tax
Tax-loss harvest
−$1,480 tax
Federal · filed
Apr 2
Retirement planning
A withdrawal-ready plan: drawdown order, Social Security, and the taxes around both.
Retirement success at current savings rate
You currently save $47,000 a year towards retirement.
64%
of success
Estate planning
Whether you need a trust or will, we’ll help you set up a plan for the future.
Will & testament
Beneficiaries updated
Healthcare directive
Trust review · scheduled
Equity compensation
Optimizing equity compensation for tax efficiency and liquidity.
Vesting
RSUs
'24
$210K
'25
$148K
'26
$92K
And dozens more, all included.
Cash flow
Education savings
Social Security timing
Insurance review
Drawdown strategy
High-yield savings
Retirement planning
Real estate decisions
Cash flow
Education savings
Social Security timing
Insurance review
Drawdown strategy
High-yield savings
Retirement planning
Real estate decisions
Cash flow
Education savings
Social Security timing
Insurance review
Drawdown strategy
High-yield savings
Retirement planning
Real estate decisions
Cash flow
Education savings
Social Security timing
Insurance review
Drawdown strategy
High-yield savings
Retirement planning
Real estate decisions
Concentrated stock
Tax-loss harvesting
HSA strategy
Refinance analysis
Mega-backdoor Roth
529 plans
Charitable giving
Debt payoff
Concentrated stock
Tax-loss harvesting
HSA strategy
Refinance analysis
Mega-backdoor Roth
529 plans
Charitable giving
Debt payoff
Concentrated stock
Tax-loss harvesting
HSA strategy
Refinance analysis
Mega-backdoor Roth
529 plans
Charitable giving
Debt payoff
Concentrated stock
Tax-loss harvesting
HSA strategy
Refinance analysis
Mega-backdoor Roth
529 plans
Charitable giving
Debt payoff
Dashboards are for illustrative purposes only. Custody & Security: Accounts are held at Altruist Financial LLC (Member SIPC), protecting securities up to $500,000 ($250,000 cash). Altruist maintains an excess policy through Lloyd’s of London with a $40 million per account limit ($2 million cash sub-limit), subject to a $150 million firm-wide aggregate. Cash in the Bank Sweep Program is swept to partner banks for FDIC insurance eligibility up to $250,000 per depositor, per bank (details at fdic.gov). Data is protected via AES-256 encryption and validated by SOC 2 Type 2 audits. Go here for more information.
Meet your wealth mentor, partner and coach
We pair you with a dedicated CERTIFIED FINANCIAL PLANNER® professional—a fiduciary who understands your goals and works with you help you achieve them.
Get to know our advisors
Road map to clarity
How it works
1
Your advisor gets to know you
A dedicated CFP® professional takes the time to understand your goals, values, current situation, and what success looks like for your unique life.
2
We build your personalized roadmap
We bring your whole financial life, including investments, taxes, real estate, retirement, and estate, under one wealth management plan.
For Illustrative Purposes Only
3
We help you stay ahead, all year long
Your advisor manages your wealth proactively all year and stays with you as your personal financial coach, answering questions and adapting your plan as life evolves.
For Illustrative Purposes Only
Delighted clients
Adrianna is great. She is incredibly thorough and explains things in ways non-finance people can understand. She presented different options, listened to us, and gave us very concrete steps to take, even walked us through trades. We have a clear to-do list coming out of our meetings. We feel like we’re in excellent hands and are feeling confident about our retirement future.
Jill
I’ve spent over a year agonizing over the things that Chelsea gave us total clarity about during our delivery call earlier this month. We are in far better shape than I’d projected, and we now know exactly what to do to stay on track. Chelsea’s plan logically drawn out, doable, and loaded into an accountable CFP x client relationship that just really works for me and my wife.
Cody
Sara has been approachable, accessible, and helpful. She has made us feel confident about where we are and has also given us ways to level up. We are feeling much better about our financial future after starting to work with her. This is exactly the kind of peace of mind and forward looking perspective we were hoping for.
Sara
We were looking for a financial advisor who would just develop a plan that we could implement ourselves and Domain Money provided exactly that. We worked with Jimmy Murphy who was friendly, responsive and knowledgeable. The plan was clear, outlining specific steps to take at specific times.
David
I am so overwhelmed with finances and planning for my future. Chelsea has covered everything and given me a checklist of what I need to do
Nicole
Emily has been a great fit for my wife and myself. She is very personable, timely with responses to questions, and thorough with helping us understand all of the many data points, what they mean, and how they affect our future decision making.
Matt
Cody was very thorough and patient as he addressed all of our concerns and questions. His insights into our plan were excellent and gave us a big dose of ‘peace of mind’. The range of services available in the package we chose allowed us to consolidate financial planning, tax prep and estate planning all under one roof; so much easier and economical.
Thomas
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. Some of the testimonials may be shortened for length only and not to distort or improve the overall testimoniy. 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.
Flat-fee advantage
Transparent, flat-fee pricing, and no assets under management (AUM) fees.
Best-in-class security
Fully-encrypted data protected; 2-factor authentication.
Fiduciary CFP® professionals
Unbiased, expert advice from a true fiduciary, legally required to act in your best interest.