How Domain Money works
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Financial Confidence Starts Here
Domain Money’s Certified Financial Planners® (CFP®) professionals don’t just give advice—they create actionable plans that move you forward. Whether you’re navigating financial independence, building wealth, or planning for a brighter future, we provide clear, personalized strategies—all for a flat, transparent fee.
An Expert That Knows You
Personalized guidance from your dedicated CFP® professional, who knows and understands your goals.
Actionable Roadmap to Your Goals
We break things down into a realistic, step-by-step plan that fits your lifestyle and accelerates progress toward your goals.
Tax-Smart Strategies
From maximizing deductions to optimizing RSU’s, take advantage of tax strategies designed to help you keep more of what you’ve earned.
Ongoing Support, On Your Terms
Life changes and your plan should too. Your CFP® professional is here for every twist and turn. No jargon or cookie-cutter advice. Just simple, clear advice that keeps you moving forward.
Flat Fee, No Hidden Fees
Our flat, transparent pricing ensures you never pay asset under management (AUM) fees.
Boost Your Returns
Good financial advice can improve your returns by up to 3% per year*. We analyze your investment portfolio and provide recommendations based on your goals.
These examples are for illustrative purposes only and do not depict actual client scenarios.
Step 1
We start with a deep dive into your priorities and goals, to understand what matters most.
Step 2
From spending to taxes to investments, we analyze everything that touches your financial life.
Step 3
We create a detailed, step-by-step action plan that helps you reach your goals, and works for your life.
Step 4
Your dedicated CFP® professional is always available to help keep you on track, and adjust your plan as life unfolds.
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 photos are for representation purposes only and not actual clients.
Ready to take control of your financial future?
Get a plan that grows with you.
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 Certified Financial Planner® 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.
For Illustrative Purposes Only
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.
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
Featured in
Delighted Clients
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
Fully-encrypted data protected; 2-factor authentication.
Certified Financial Planners
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.
For Illustrative Purposes Only
See how we work with youTraditional 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.
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®. Whether you have $200K or $2M invested, the cost stays the same—transparent, fair, and designed to grow with you, not off you.
Every Domain Money advisor is a Certified Financial Planner™ (CFP®) professional. This means they’ve completed rigorous education, experience, and ethics requirements, and are trained to look at your full financial picture. Our CFP®s 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.
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.
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.
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.
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 Certified Financial Planner® professional who transforms your goals into a clear, step-by-step plan.
Get ongoing guidance for every part of your financial life, with a personalized, integrated strategy and dashboard to track your progress, helping to turn your goals into reality.
For Illustrative Purposes Only
Investments
Taxes
Cash Flow
Real Estate
Retirement
Estate Planning
These examples are for illustrative purposes only and do not depict actual client scenarios.
Featured in
Delighted Clients
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.
Trusted experts for every stage
As your life changes, so should your financial strategy. Get a clear, actionable financial plan for every stage of life.
These examples are for illustrative purposes only and do not depict actual client scenarios.
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 po tential 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
Where our clients work
How we make your dreams a reality
Three simple steps to transform your financial future with expert guidance that evolves with your life.
For Illustrative Purposes Only
Explore our processNo AUM Fees – ever
Transparent, flat-fee pricing. And never any hidden costs or assets under management (AUM) fees.
Best-in-class security
Fully-encrypted data protected; 2-factor authentication.
Certified Financial Planners
Delivering unbiased, expert advice as a true fiduciary, acting in the best interests of the client.
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.
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®. Whether you have $200K or $2M invested, the cost stays the same—transparent, fair, and designed to grow with you, not off you.
Every Domain Money advisor is a Certified Financial Planner™ (CFP®) professional. This means they’ve completed rigorous education, experience, and ethics requirements, and are trained to look at your full financial picture. Our CFP®s 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.
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.
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.
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.
Introducing a revolutionary new service
A white-label financial planning solution to monetize small account leads that fall below your investment minimums.
A white-label, outsourced wealth management solution purpose built to serve clients who fall below the investment minimums of RIAs, enabling them to serve clients until they become accumulators.
Increase revenue, not workload
Serve more clients and increase your revenue, without increasing your workload or headcount.
Your clients, your brand
Delivered entirely as a white label service. You always maintain ownership of your clients and brand.
More time to focus on growth
Dedicate more time and resources to growing your business, without constraints due to headcount.
Your Brand, Our Team
Our expert advisors become part of your team, serving clients on your behalf. Each one of our advisors has at least 10 years of experience as a financial advisor.
Understanding Client’s
Goals and Finances
Focusing on what matters most, digitally on-board clients to get a clear picture of their goals and priorities.
Clients securely upload their documents ensuring a complete picture of their financial life.
Highly Personalized Solutions
Utilizing our proprietary technology, we generate a highly personalized financial plan.
Each financial plan is prepared by one of our Certified Financial Planner (CFP®) professionals, focusing on the areas most important to the client.
Holistic Wealth Management
Clients get a financial plan and a wealth management solution, providing holistic client support.
We provide annual support, including investment management, plan updates and up to four advisor meetings per year.
Shareable views
Get real-time access to a client’s portal and shareable views to easily track progress.
Portfolio recommendations
Financial plans include investment recommendations tied to your firm’s custodial relationship.
Security
All clients’ data is securely stored in our dedicated cloud infrastructure, utilizing two factor authentication.
Privacy
All client information is maintained to ensure client privacy, and is used solely for the purpose of generating client plans.
Our fully outsourced wealth management solution empowers advisors to expand their business, while giving clients that highest quality wealth management solution, purpose built for mass affluent clients.
Why choose Domain?
Domain enables RIAs to serve smaller account clients with no additional headcount or administrative burden. Now you can monetize leads that fall below your investment minimums, without impacting your firm's resources. Tap into a recurring revenue stream and let Domain serve these leads, all under your brand.
How are your financial plans prepared?
We use a combination of proprietary AI tools, as well as humans to parse, analyze and prepare our plans. Each plan is thoroughly reviewed by a Certified Financial Planner (CFP®) professional for accuracy and completeness.
How many financial plans have you prepared?
We've generated over 1,000 financial plans for clients.
Who are your advisors?
Each of our advisors is a Certified Financial Planner (CFP®) with on average 10 years of experience. Our advisors have industry leading experience from firms such as Morgan Stanley, Citigroup and Fidelity.
How do your plans differ from Right Capital, eMoney or MoneyGuide Pro?
Our plans are purpose built for mass affluent clients. Rather than 60 pages of analysis, our plans present clear actionable steps to clients, based on their unique goals and circumstances.
How do you handle the compliance aspects of your offering?
We have a standard white-label partnership agreement, and offer language you can use to amend your ADV to adequately disclose the arrangement to your clients.
Do your advisors interact with my clients?
Our advisors are available to deliver wealth management solutions directly to your clients on your behalf.
What are the fees for this service?
We offer three tiers of service, priced for clients at $3,500, $4,500 and $7,800 annually. Domain takes 60% of the annual revenue generated in exchange for serving these clients on your behalf.
What if I want to take over serving a client at some point in the future?
These clients are always owned by your firm. If you wish to take over serving a client that option is always available to your firm.
What quality assurance do you provide?
We offer a 100% satisfaction money back guarantee on all our financial plans.
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.