Turn your dreams into reality

Get ahead with flat-fee, expert financial planning tailored to your goals.

Learn more

How Domain Money works

Watch the video
Meet Your Money Mentor, Partner, and Coach
Get paired with a dedicated Certified Financial Planners® (CFP) professional who provides personalized advice as your life evolves. Get clear unbiased advice with zero sales pressure and no hidden fees. Just smarter financial expertise for every stage of life.
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.

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.

Built to Support You at Every Stage
Your life changes—your financial strategy should too. Get a clear, actionable financial plan that adjusts for every stage of life.

Freedom at fifty-five

Leslie & Dan, late 30's

Freedom at fifty-five

Leslie & Dan, late 30's

  • Increased their retirement contributions and aligned their 401(k) with their brokerage account, providing greater diversification across their portfolio.
  • Improved monthly cash flow by $1,500 by reducing spending in Amazon and Dining Out categories.

This example is for illustrative purposes only and does not depict actual client scenarios.

Tax minimization

Jennifer, late 40's

Tax minimization

Jennifer, late 40's

  • Set up tax loss harvesting strategy to minimize capital gains taxes.
  • Optimized retirement contributions, minimizing taxes for both S-corp and Schedule C income.
  • Provided clarity around quarterly estimated tax payments, avoiding underpayment penalties.

This example is for illustrative purposes only and does not depict actual client scenarios.

Equity optimization

Stephen, mid 40's

Equity optimization

Stephen, mid 40's

  • Provided breakdown of RSU mechanics, including vesting schedules, tax implications, and concentration risk.
  • Built a plan to sell vested RSUs and reinvest to reduce single-stock exposure, aligning with long-term objectives.

This example is for illustrative purposes only and does not depict actual client scenarios.

New baby on the way

Tyson & Jordan, early 30's

New baby on the way

Tyson & Jordan, early 30's

  • Revised budget that accounts for new priorities like childcare, college savings, and healthcare.
  • Built a strong emergency fund, covering 6 months of expenses for life's surprises.
  • Created a will and trust to protect their legacy.

This example is for illustrative purposes only and does not depict actual client scenarios.

Investments optimized

Greg & Mignon, early 40's

Investments optimized

Greg & Mignon, early 40's

  • Reallocated their children's 529 plans from conservative 
to aggressive investments, aligning with their long-time horizon.
  • Moved away from chasing individual stocks in their brokerage account to a smart, diversified strategy, better suited for volatile market conditions.

This example is for illustrative purposes only and does not depict actual client scenarios.

Dream home purchase

Paula & Doug, 40's

Dream home purchase

Paula & Doug, 40's

  • Set up automated savings to ensure a fully fund down payment within their timeline.
  • Built a comprehensive home affordability assessment including property taxes, insurance, and additional expenses like HOA fees.

This example is for illustrative purposes only and does not depict actual client scenarios.

Investment property

Jacob & Alyssa, 40's

Investment property

Jacob & Alyssa, 40's

  • Analyzed income, expenses, and rental potential to ensure positive monthly cash flow.
  • Received a full tax and property assessment of depreciation, deductions, and proper insurance coverage.

This example is for illustrative purposes only and does not depict actual client scenarios.

These examples are for illustrative purposes only and do not depict actual client scenarios.

From Insight to Action
Get a roadmap to turn your financial dreams into reality. Here’s what to expect:

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.

See a Sample Plan

Step 4

Your dedicated CFP® professional is always available to help keep you on track, and adjust your plan as life unfolds.

  • "Domain is amazing! They tailored my plan and action items so that all of my goals feel within reach. My advisor is beyond encouraging and makes me feel proud of my overall financial outlook!"

    - Tracy Z.

  • "Domain Money rocks! My CFP quickly grasped our diverse financial history and presented an actionable and understandable strategy. I would highly recommend Domain, as peace of mind for my family's future is priceless!"

    - Brian P.

  • "Domain Money was amazing! They provided a detailed analysis of our financial situation, plan, and some value-add recommendations to help us move the needle further!"

    - Zack W.

More testimonials

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.

We Don’t
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever
give cookie-cutter advice, our plans are highly specific to you and your goals
push you to buy products
charge assets under management (AUM) fees
get paid based on your products, our advice is completely unbiased
require you to move your assets to Domain Money
have minimums
judge, ever

*Based on a 2020 Vanguard Adviser's Alpha report that showed good financial advice can improve net returns by 3% per year.

Turn your financial dreams into reality

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

Free Strategy Session

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.

Try our dashboard

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.

Meet Your Money Mentor, Partner and Coach
Get paired with an expert Certified Financial Planners® (CFP) 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. Katy offered packages that were perfect for where we are in our personal finance journey. She 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 Katy and her team 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. Katy offered packages that were perfect for where we are in our personal finance journey. She 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 Katy and her team as we grow our family's financial security.

Suraya
Essential with
Adrianna Adams

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy 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 Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!

Eli

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy 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 Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!

Eli
Essential with
Adrianna Adams

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

Brianna
Essential with
Adrianna Adams

My husband and I have worked with Katy 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 Katy enough.

Erica

My husband and I have worked with Katy 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 Katy enough.

Erica
Essential with
Adrianna Adams

I highly recommend Katy and Domain Money. She 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 Katy 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 her. We highly recommend working with Katy!

Christine

I highly recommend Katy and Domain Money. She 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 Katy 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 her. We highly recommend working with Katy!

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 Katy Song. She 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 Katy Song. She 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 Katy 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 Katy 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 Katy 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 Katy 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

Katy is tremendous. She's 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

Katy is tremendous. She's 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 worked with Katy at Domain Money and highly recommend working with her. She 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 worked with Katy at Domain Money and highly recommend working with her. She 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 Katy 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 Katy 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 Katy Song! She has been our sage voice of financial reason since 2014. Katy is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our bi annual meetings with Katy we feel confident that we are on the right track for college and retirement savings.

Maeve

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

Maeve
Essential with
Adrianna Adams

Katy 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

Katy 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

Katy 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 Katie to anyone who doesn't know where to start.

Millicent

Katy 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 Katie to anyone who doesn't know where to start.

Millicent
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

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 you
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®. Whether you have $200K or $2M invested, the cost stays the same—transparent, fair, and designed to grow with you, not off you.

What qualifications do your advisors have?

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.

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.

Turn your financial dreams into reality

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

Free Strategy Session

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.

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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.

Your flat fee advisor and coach. A true fiduciary.
Get paired with a dedicated expert Certified Financial Planners® (CFP) 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.
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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. Katy offered packages that were perfect for where we are in our personal finance journey. She 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 Katy and her team 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. Katy offered packages that were perfect for where we are in our personal finance journey. She 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 Katy and her team as we grow our family's financial security.

Suraya
Essential with
Adrianna Adams

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy 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 Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!

Eli

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy 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 Katy helped our family clarify those goals to begin with. Katy is extremely knowledgeable and approachable. She just gets it - 10/10 would recommend!

Eli
Essential with
Adrianna Adams

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

Brianna
Essential with
Adrianna Adams

My husband and I have worked with Katy 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 Katy enough.

Erica

My husband and I have worked with Katy 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 Katy enough.

Erica
Essential with
Adrianna Adams

I highly recommend Katy and Domain Money. She 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 Katy 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 her. We highly recommend working with Katy!

Christine

I highly recommend Katy and Domain Money. She 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 Katy 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 her. We highly recommend working with Katy!

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 Katy Song. She 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 Katy Song. She 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 Katy 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 Katy 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 Katy 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 Katy 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

Katy is tremendous. She's 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

Katy is tremendous. She's 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 worked with Katy at Domain Money and highly recommend working with her. She 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 worked with Katy at Domain Money and highly recommend working with her. She 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 Katy 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 Katy 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 Katy Song! She has been our sage voice of financial reason since 2014. Katy is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our bi annual meetings with Katy we feel confident that we are on the right track for college and retirement savings.

Maeve

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

Maeve
Essential with
Adrianna Adams

Katy 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

Katy 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

Katy 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 Katie to anyone who doesn't know where to start.

Millicent

Katy 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 Katie to anyone who doesn't know where to start.

Millicent
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.

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.

Freedom at fifty-five

Leslie & Dan, late 30's

Freedom at fifty-five

Leslie & Dan, late 30's

  • Increased their retirement contributions and aligned their 401(k) with their brokerage account, providing greater diversification across their portfolio.
  • Improved monthly cash flow by $1,500 by reducing spending in Amazon and Dining Out categories.

This example is for illustrative purposes only and does not depict actual client scenarios.

Tax minimization

Jennifer, late 40's

Tax minimization

Jennifer, late 40's

  • Set up tax loss harvesting strategy to minimize capital gains taxes.
  • Optimized retirement contributions, minimizing taxes for both S-corp and Schedule C income.
  • Provided clarity around quarterly estimated tax payments, avoiding underpayment penalties.

This example is for illustrative purposes only and does not depict actual client scenarios.

Equity optimization

Stephen, mid 40's

Equity optimization

Stephen, mid 40's

  • Provided breakdown of RSU mechanics, including vesting schedules, tax implications, and concentration risk.
  • Built a plan to sell vested RSUs and reinvest to reduce single-stock exposure, aligning with long-term objectives.

This example is for illustrative purposes only and does not depict actual client scenarios.

New baby on the way

Tyson & Jordan, early 30's

New baby on the way

Tyson & Jordan, early 30's

  • Revised budget that accounts for new priorities like childcare, college savings, and healthcare.
  • Built a strong emergency fund, covering 6 months of expenses for life's surprises.
  • Created a will and trust to protect their legacy.

This example is for illustrative purposes only and does not depict actual client scenarios.

Investments optimized

Greg & Mignon, early 40's

Investments optimized

Greg & Mignon, early 40's

  • Reallocated their children's 529 plans from conservative 
to aggressive investments, aligning with their long-time horizon.
  • Moved away from chasing individual stocks in their brokerage account to a smart, diversified strategy, better suited for volatile market conditions.

This example is for illustrative purposes only and does not depict actual client scenarios.

Dream home purchase

Paula & Doug, 40's

Dream home purchase

Paula & Doug, 40's

  • Set up automated savings to ensure a fully fund down payment within their timeline.
  • Built a comprehensive home affordability assessment including property taxes, insurance, and additional expenses like HOA fees.

This example is for illustrative purposes only and does not depict actual client scenarios.

Investment property

Jacob & Alyssa, 40's

Investment property

Jacob & Alyssa, 40's

  • Analyzed income, expenses, and rental potential to ensure positive monthly cash flow.
  • Received a full tax and property assessment of depreciation, deductions, and proper insurance coverage.

This example is for illustrative purposes only and does not depict actual client scenarios.

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 process

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.

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®. Whether you have $200K or $2M invested, the cost stays the same—transparent, fair, and designed to grow with you, not off you.

What qualifications do your advisors have?

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.

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.

Introducing a revolutionary new service

Serve smaller account clients, without firm resources

A white-label financial planning solution to monetize small account leads that fall below your investment minimums.

Schedule a demo
Smaller account clients will become accumulators, be there when they do.

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.

Get started

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.

Our Wealth Management Solution
Our wealth management solution is purpose built for mass affluent clients,
providing clear actionable steps, focusing on topics such as
expenses, cash flow, equity compensation, taxes, investments and retirement.
Actionable steps
Our financial plans are highly personalized for each client providing, specific actionable steps to help clients reach their goals.
Clearly presented
Our plans are easy to understand and give clients a clarity about the right next steps to achieve their financial goals.
Backed up by data
Our financial plans are generated by analyzing a client’s entire financial life, encompassing everything from bank statements and W-2s to tax obligations and equity compensation. This comprehensive assessment provides a holistic understanding of a client's unique financial situation.
How it works
Utilizing our proprietary AI technology and a team of expert advisors,
we provide a turn key financial planning and wealth management solution for your clients.

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.

Features

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.

FAQs

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.

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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.

Our financial planning and wealth management solutions are prepared with a fiduciary duty to provide clients with the best possible advice to meet their goals.
We're so confident you'll love Domain Financial Services, we offer a 100% satisfaction guarantee on each one of our plans.
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Over 1,000 clients love our
wealth management solution
Hear from clients who have experienced financial planning provided by Domain Financial Services.
Aaron

Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to everybody!

Chelsea

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

KB

Brian was encouraging, thorough, and understanding of my specific situation.

Eric

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

Tyrese

Great communication. Easy to work with. Super informative.

Nicole

Katy 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.

Jacob

Katy is tremendous. She's 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!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

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.

Meet our financial advisors
Our team of experts can help you deliver world class financial plans to your clients.
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