Rating is sourced fromTrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.
The flat-fee planning difference
With Domain Money, you get more than a plan—you get a strategy to help maximize your potential. Work with a dedicated CERTIFIED FINANCIAL PLANNER® professional who provides a clear, personalized strategy and ongoing support that evolves with your life.
Average AUM Advisor*
*Average AUM Advisor refers to broker representatives who are not fiduciaries. 1. According to the 2024 Kitches Report , most traditional financial advisors charge around 1% of your assets under management (AUM) each year as a fee, regardless of performance. 2. According to the CFA Institute The Next Generation of Trust 2020, over half of clients don’t understand how their advisor is paid or that they can make commission by selling insurance, annuities, or mutual funds. 3. According to Fidelity’s 2023 Benchmarking Study, fewer than 35% independent RIA’s deliver proactive guidance on topics like real estate or equity compensation. 4. Based on the 2024 Kitches How Financial Planners Actually Spend Their Time survey, The average AUM advisor spends less than 25% of client-facing time on planning-related services
Working with the right financial expert can add up to 3% in net annual returns through better investment decisions, proactive tax planning, and behavior coaching.1
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 in place.2
Trying to manage your finances alone is complex and time-consuming. We’ll help you get more from your money—freeing you up to focus on what matters most.3
1. 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
What you get with Domain Money
Most advisors focus only on investments and charge fees based on how much money you have. At Domain Money, we go further—covering everything from cash flow and taxes to estate planning and insurance. And we charge a flat fee, so your plan is about your goals, not our commissions.
No minimums here. Whether you’re building wealth, preparing for a big life milestone, or managing a complex portfolio, we tailor our advice to your situation—not your account balance.
Every client works directly with a CERTIFIED FINANCIAL PLANNER® professional. Your advisor is a fiduciary, which means they’re legally bound to put your best interests first, always.
It means transparency and trust. You’ll know exactly what you’re paying upfront, with no hidden costs, no commissions, and no “percentage of assets” fees. Your money stays focused on your goals, not on lining someone else’s pockets.
No. We don’t take custody of your assets—we give you clear, unbiased guidance you can implement in your existing brokerage. We can also make brokerage recommendations and even help you execute trades.
We have 3 memberships available and will make a recommendation after your Free Strategy Session. Memberships vary by the topics covered and annual coaching sessions. Take a look at our Pricing page to see a breakdown of what's included in each membership.
*This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied on for, investment, tax, legal, or accounting advice. Please consult your own financial advisor or tax professional before making any decisions. Domain Money, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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