Rating is sourced fromTrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.
How Domain Money works
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A dedicated CFP® professional who knows you and your priorities
A personalized, real-time strategy that adapts as your life changes
Actionable, step-by-step plan designed to reach your goals—sooner
Flat, transparent pricing—with no asset under management (AUM) fees
A strategy that covers your full financial life—cash flow, taxes, retirement, investments, equity, real estate, and more
A 100% money back guarantee. No questions asked.
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
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%.
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 strategy.²
Trying to manage your finances alone is complex and time-consuming. We’ll help you identify new opportunities to 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 if I already work with an advisor?
We’ll analyze your existing portfolio and make recommendations based on your goals and risk tolerance. Then we’ll help you migrate your investments to self-directed accounts, and even execute trades. We’ll review your portfolio annually and recommended changes based on changes in your life and circumstances.
Is it worth the cost?
We consistently find opportunities to improve our clients’ tax strategies and investment allocations, meaningfully increasing their long term net worth—far in excess of our fees. The confidence and peace of mind we provide clients knowing an expert CFP® is doing everything to help them make the most out of their money is priceless.
What’s included?
We cover everything in your life with a dollar sign, including taxes, investments, equity compensation, budgeting and cash flow, retirement, real estate, debt management, education savings, estate planning, and insurance—all tailored to you.
"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.
Let’s Build the Plan That Moves You Forward
No commitment. Just expert insights tailored to you.
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