You’ve been invited

Book your free strategy session with an expert CFP® and get $500 off your membership

Book my Free Strategy Session

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

How Domain Money works

Watch the video
Turn your goals into reality
Get ahead with expert financial planning tailored to your goals and a strategy that grows with you.
See a Sample Essential Plan
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.

For Illustrative Purposes Only

Make the most out of every opportunity
Here’s how we create a clear, actionable plan to reach all your goals - faster.
1.
Book your free strategy session
A CFP® advisor will understand you goals, priorities, and start mapping out how to get there.
2.
We analyze your entire financial life
Bringing your financial picture to life in a holistic model.
3.
We build your unique plan
This is your step-by-step action plan to reach your goals.
4.
Ongoing support when you need it
Your dedicated CFP® is always there to help you make your money work harder as your life evolves.
Book my Free Strategy Session

Want to learn more about Domain Money? Schedule a free strategy session with one of our experts who will answer all your questions.

  • "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.

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.

Your Dedicated CFP® Professional

The partnership that maximizes your financial potential

Your CFP® professional becomes your trusted financial partner; understanding your goals, adapting to life's changes, and keeping your money aligned with what matters most. We build a relationship based on expertise and genuine care for your financial wellbeing.

This personalized partnership provides peace of mind through every financial decision point and milestone in your life, allowing you to focus on what you truly enjoy while remaining confident your financial future is in expert hands.

Our memberships
Get a custom financial plan and ongoing CFP® support that works for you and your goals. Choose from 3 membership options.
Book my Free Strategy Session
Learn more

Essential

$500 off discount applied

$3,200  $2,700

Year 1 Initial Planning

Renews annually at $1,800

Best for

Young professionals, couples merging finances, and those starting their financial journey.

Strategic

$500 off discount applied

$4,800  $4,300

Year 1 Initial Planning

Renews annually at $2,500

Best for

Rising professionals, employees with equity compensation, and those building wealth.

Comprehensive

$500 off discount applied

$7,800  $7,300

Year 1 Initial Planning

Renews annually at $4,500

Best for

High earners, business owners, complex financial situations, and those seeking complete financial mastery.

Essential Plan
$3,200
The Essential Plan provides a tactical guide for those starting out and wanting to optimize their financial resources.
Strategic Plan
$4,800
The Strategic Plan enables clients to choose up to three financial areas on which to focus and receive customized advice and recommendations.
Comprehensive Plan
$7,800
The Comprehensive Plan includes everything in your life with a dollar sign, and while the numbers form the foundation for the plan, it is your goals and values that drive the recommendations.
Referral Program FAQs
Participation in the referral program is subject to the full terms and conditions.
Why should I choose Domain Money?

We get it. Financial planning can feel overwhelming. At Domain Money, we want to change that. We offer clear, personalized plans that fit your life, not the other way around. Here's what sets us apart:

  • Expert Advice, Without Breaking the Bank: Our team has experience working with high-net-worth clients, but we believe everyone deserves financial guidance. That's why we offer flat-fee plans, so you know exactly what you're paying upfront.
  • No Pressure, Just You: We don't sell products or have minimums. Your dedicated advisor will work with you to create a plan that aligns with your goals and values, no strings attached.
  • ‍Focus on What Matters: We go beyond the numbers to understand your dreams and aspirations. Our plans help you achieve financial peace of mind, whether it's buying a house, retiring early, or simply feeling more secure about your future.

How does Domain work?

Getting started is easy! Here's a quick rundown:

  1. Free Strategy Session: Chat with us about your financial goals and concerns. There's no pressure to commit, just a chance to see if we're a good fit.
  2. We Analyze Your Big Picture: We take a deep dive into your finances, looking at everything from income and expenses to investments and debt.
  3. Your Personalized Plan: Based on your situation and goals, we create a custom roadmap with actionable steps to get you where you want to be.
  4. Ongoing Support: We're here for you every step of the way. Get unlimited access to your advisor for questions, guidance, and encouragement

Is Domain a fiduciary?

Absolutely! Our financial advisors are all full-time employees of Domain and are CERTIFIED FINANCIAL PLANNER™ professionals. They are held to the highest ethical standards. This means we have a legal obligation to act in your best interests, always.

What happens if I don’t like it?

We genuinely believe you'll love your plan. If, for any reason, it falls short of your expectations, rest assured we're committed to making it right. We'll address your concerns and make necessary adjustments. However, if you're still not satisfied, we will provide you with a refund.

Can I purchase services a la carte?

Our plans are designed to be comprehensive and address all aspects of your financial life. However, we understand that everyone's situation is unique. If you have a specific need, we can discuss options for tailored services.