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.
Money Back Guarantee
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee. See our Terms & Conditions.
Essential
$3,200
Year 1 Initial Planning
Renews annually at $1,800
Best for
Young professionals, couples merging finances, and those starting their financial journey.
What you get
Full cash flow analysis and spending plan
Investment strategy aligned with your goals
Retirement planning and projections
2 coaching sessions with your dedicated CFP® professional
Unlimited email support
Strategic
$4,800
Year 1 Initial Planning
Renews annually at $2,500
Best for
Rising professionals, employees with equity compensation, and those building wealth.
Everything in Essential, plus
Tax filing
Tax planning and optimization
Equity compensation strategies
Real estate planning
Education funding strategies
1 additional coaching sessions with your dedicated CFP® professional
Comprehensive
$7,800
Year 1 Initial Planning
Renews annually at $4,500
Best for
High earners, business owners, complex financial situations, and those seeking complete financial mastery.
Everything in Strategic, plus
Tax filing
Estate planning
Insurance optimization
1 additional coaching sessions with your dedicated CFP® professional
Get paired with your dedicated expert CFP® professional. Think of them as your financial coach, personal CFO, and money therapist to help guide your entire financial journey.
Kickoff Meeting
Intake Meeting
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Plan Delivery Meeting
Annual Plan Update & Delivery Meeting
Annual Coaching Sessions
2
3
4
Dedicated CFP® Professional Email Support
We get to know what matters the most to you, build a custom plan to reach each one of your goals, and provide clear, step-by-step action items to make it easy.
Goal Setting and Funding
Financial Model
Interactive Plan with Action Items
Goal Tracking & Prioritization
Understand where your money goes each month. Identify areas to save and make informed spending decisions.
Income and Expense Analysis
Cash Flow Optimization
Spending Plan Recommendations
Build a diversified portfolio based on your risk tolerance and goals. Learn how to maximize investing for your future.
Risk Profile Assessment
Portfolio Analysis and Recommendations
Ongoing Portfolio Management
Determine how much home you can comfortably afford. Factor in your income, debts, and down payment options (including whether to sell or rent your current home).
First Time Home Purchase Analysis
Keep vs. Sell Analysis
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Craft a strategy to reach your retirement goals while factoring in your priorities, current lifestyle, risk tolerance, and available options.
Income Needs Analysis
Distribution Strategy
Projections and Simulations
Retirement Plan Consolidation
Minimize your tax burden and maximize your wealth. Identify the ways to take advantage of tax deductions, credits, and tax-efficient account contribution strategies.
Investment Accounts Tax Optimization
Tax Loss Harvesting
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Tax Projections & Analysis
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Review of Prior Tax Return
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Backdoor & Mega Backdoor Roth Conversion
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Get your taxes prepared and filed by a professional—with every detail integrated into your overall financial strategy
Federal Tax Return
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State Tax Return(s)
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Real Estate Investment Properties
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K-1 Filings
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Foreign Forms and Schedules
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* Tax filing services are provided by an independent third party not affiliated with Domain Money. More information can be found in our ADV Part 2A.
A comprehensive overview of how your real estate holdings fit into your overall financial strategy, ensuring they align with your goals.
Mortgage Analysis
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Property Analysis
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Real Estate Diversification
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Rental Property Cash Flow Analysis
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Real Estate Tax Optimization
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Unlock the full potential of your stock options and equity, using strategies tailored to your financial situation and long-term goals.
RSU / RSA Strategy
ESPP Strategy
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NSO and ISOs Exercise Projections
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Equity Tax Projections
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Tender Offer Evaluation
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Secondary Sale Planning
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10b5-1 Trading Plans
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Explore options for K-12 and college savings plans and strategies.
Education Funding Strategy
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In-State vs. Out of State College Analysis
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Private vs. Public College Analysis
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Private K-12 Cost Planning
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Create an estate plan that reflects your values and protects the people you care about, making sure everything is handled just the way you want.
Revocable Trust Creation
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Last Will & Testament Creation
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Power of Attorney Creation
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Advanced Health Care Directive Creation
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Evaluation of Existing Estate Plan
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Managing Beneficiary Designations
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Support Funding Your Trust*
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Attorney Support*
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Mobile Notary*
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Deed Transfer*
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Human Concierge + AI-Chat Onboarding*
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* Not currently available in all states
Assess your insurance needs for everything, from life insurance to property and casualty insurance. We'll help you determine the right type(s) for your stage of life and coverages.
Employee Benefits Analysis
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Life Insurance Review and Analysis
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Property and Casualty Insurance Review
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Disability Insurance Planning
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Long-Term Care Planning
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Develop a plan to payoff debt and achieve financial freedom. We'll explore different paydown strategies based on your cashflow, priorities, and goals.
Debt Paydown Strategy
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Debt Refinancing Strategy
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Assets Under Management can really eat into your returns.
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
We don't pressure you to move your assets.
You keep your investments where you feel comfortable.
Focus on personalised 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 AUM (assets under management) fees, just clear pricing tailored to your needs.
