Flat-Fee Financial Advisor Cost Calculator

Estimate how much you could save with Domain Money

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.

With Domain Money you’ll be $171,694 better off*.
Future value with Domain Money
Future value with competitor
Congratulations! You've been added to our waitlist!
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 $2,500, $4,500, or $7,500 based on the plan chosen, One Page, Strategic, or Comprehensive, respectively. The Domain Money scenario also reduces the amount of projected annual contributions by $500 divided by three (3) as we expect some clients to want to have their plans updated every three years. Thus for example, when choosing One-Page plan, the current portfolio value will be reduced by $2,500 and the yearly contributions will be reduced by $500 divided by 3 or $166.67. The Traditional RIA scenario assumes an annual 1% assets under management fee which reduces the the annual return by that amount. The Facet scenario reduces the currently portfolio value and each subsequent annual contribution by $2,400 without changing the return rate. The Charles Schwab scenario assumes an annual 0.5% assets under management fee which reduces the the annual return by that amount as well as a flat $360 annual fee which reduces the annual contributions. 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%.

How Do We Compare?

Cost Structure
No Minimum Investment
Price Range
No Annual Fees
Yearly Cost
CFP® Professionals
Flexibility to keep your investments in any account
One-time, up front fee
One-time fee
of $2,500–$7,500
Your own dedicated
CFP® professional
Recurring annual membership fee
$2,400–$8,000 Per Year
Your own dedicated
CFP® professional
% of Assets under 
management (AUM)
$300 initial planning fee,
$30 per month after plus fund fees
$560–$7,360 on portfolios of $250,000–$1,000,000
No dedicated advisor but access to a team of
CFP® professionals
% of Assets under 
management (AUM)
Ongoing fees, typically 1%+
$2,500–$10,000 on portfolios of $250,000–$1,000,000
Depends on the firm
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.

Congratulations! You've been added to our waitlist!