Estimate how much you could save with Domain Money
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April 2, 2025, 10 min read

Estimate how much you could save with Domain Money

Compare Domain Money with competitors to see why we stand out. From superior service to unbeatable value, explore what sets us apart and why choosing

Written by

Adrianna Adams, CFP®

Most advisors charge a percentage of the money they manage for you — known as an “Asset Under Management” (AUM) fee. AUM fees typically range from 0.25–1.5%. With the AUM model the more your money grows the more you pay.

We don’t charge AUM fees, we charge a flat fee — use this tool to see which is best for you.

The visual content is for illustrative purposes only to demonstrate products, services and information available from Domain Money. Please see Legal Documents for full disclosures.

The calculator provided on this page is for illustrative purposes only and any results it provides are hypothetical in nature and may not reflect future performance. The calculation used is a simple future value estimate of investments based on a constant return rate and a predefined period. The future value calculation in the Domain Money scenario reduces the current portfolio value by $3,200, $4,800, or $7,800 based on the annual membership chosen, Essential, Strategic, or Comprehensive, respectively, and also reduces the amount of projected annual contributions by $1,800, $2,500, and $4,500 annually, respectively. Thus for example, when choosing Essential plan, the current portfolio value will be reduced by $2,800 and the yearly contributions will be reduced by $1,800. The Traditional RIA scenario assumes an annual 1% assets under management fee which reduces the the annual return by that amount. The default 8% return is based on the average S&P 500 return rate of 10% between 1926 and 2022 and an 2% inflation adjustment for a real return of 8%.

With Domain Money you’ll be $6,663 better off*.

Future Value with Domain Money

$690,945

Future Value with Traditional RIA

$684,282

Learn more

How do we compare?

Overview

Traditional RIA

Cost Structure

Flat fee

% of Assets under management (AUM)

No Minimum Investment

Price Range

Initial year fee of $3,200–$7,800

Ongoing fees, typically 1%+

Yearly Cost

$1,800–$4,500

$5,000 on portfolio of $500,000

CFP® Professionals

Your own dedicated CFP® professional for all plans

Depends on the firm

Flexibility to keep your investments in any account

Why clients choose Domain

We don’t pressure you to move your assets.

You keep your investments where you feel comfortable.

Focus on personalized advice, not product sales.

We’re here to guide you, not sell you something. We will never push a product on you and we don’t receive commissions of any kind.

Transparent, flat fees.

No hidden costs or assets under management (AUM) fees, just clear pricing tailored to your needs.

Meet your financial advisor

Get started building a financial plan today.