Have questions? Domain has answers.

How do I get started with Domain Money?

Easy—simply book a free 30-minute Strategy Session. We'll use that call to understand your needs, and answer any questions so we can both determine whether Domain is a good fit for you. If you decide to move forward, we’ll be happy to guide you through the next steps.

Who are Domain’s financial advisors?

Our financial advisors are all full-time employees of Domain. Think of Domain advisors as a hand-selected team bringing extensive experience from firms such as Morgan Stanley, Goldman Sachs and BlackRock. Each is a CERTIFIED FINANCIAL PLANNER™ professional.

Is Domain a fiduciary?

Yes. As a Registered Investment Advisor (RIA), we do hold a fiduciary responsibility. This simply means we’re legally obligated to always act in your best interests. But that’s how we roll anyway—our team of CFP® professionals adheres to high standards for ethics and confidentiality. Your financial well-being is always our top priority.

What services can I expect from my Domain advisor?

Your Domain financial advisor is here to help with all aspects of your financial life. That includes analyzing your investment accounts, providing specific investment recommendations and reviewing your spending habits to create a realistic budget. We’ll also help with things like buying a home, saving for education, tax reduction planning, retirement strategy and insurance. In other words, you can count on comprehensive support. Every financial journey is unique, and we're here to help you confidently navigate yours.

How long does it take?

Once you’ve shared your financial information with us, a One Page Plan or Strategic Plan takes three weeks to prepare. Our Comprehensive Planning is an ongoing 6-month engagement. We offer a limited number of spots each month.

How often should I expect to meet with my Domain advisor?

For the One Page Plan, you’ll have a 30-minute Strategy Session with your advisor. This first call lets you get to know one another, ask questions and share financial information. Once your plan is ready, your advisor will present it and walk you through it during a 90-minute call. If you’ve chosen our Strategic Plan, you also get an additional 60-minute onboarding and coaching session. Our Comprehensive Plan is a six-month engagement that includes four meetings. Your advisor is also available for questions. Additional coaching sessions are available for $300 per hour. An annual plan update (recommended) or 60-minute plan review is $500.

What do I get?

You'll receive a personalized plan, guiding you through financial decisions tailored to your unique goals and life situation. One-on-one sessions with your Domain CFP® advisor are tailored to your specific plan type. Your advisor will walk you through all the details of your plan, providing guidance on how to best implement our recommendations.

What if I don’t like my plan?

We genuinely believe you're going to love your plan. If our work somehow falls short of your expectations, we're here to make it right. We'll address your concerns, making any adjustments as needed. If you're still not satisfied, Domain will provide you with a full refund. See full details here:

How private is this process?

All of your information and data is handled with the highest level of confidentiality. We use it solely for providing personalized financial advice directly to you, and will never share or sell your information. We thrive on trust, and take data security seriously.

Do I pay more if I do this with my partner?

Not at all. Our transparent fees will be the same whether you embark on this financial journey alone or with a partner.

Can I do this with a family member who is not my spouse?

Absolutely. We're here to help you, your partner and any family members who are part of your financial journey, regardless of marriage status.

Can I adjust my plan over time?

Absolutely. We design flexibility into every plan we create. We encourage you to revisit your plan and consult with your Domain advisor whenever something big is changing in your life.

What if my financial goals change?

Hey, life happens. Priorities change. Naturally, your Domain financial plan is designed to keep up. Your Domain advisor is here to keep your financial strategy aligned with your evolving life.

Is Domain Money available outside the US?

For now, our services are only available to clients currently residing inside the US.

How can I contact Domain Money?

Easy—just email

Who is Domain Money?

We’re a team of dedicated pros, on a collective mission to make expert financial advice available to people who don’t happen to be super wealthy. Each of our advisors adheres to the highest standard of care, always acting in the best interests of Domain clients. Each advisor holds registration as a Certified Financial Planner™ professional. We’ll never sell or share your data, and we never try to sell you on specific investment products. Which means our advice is entirely objective, with your best interests leading the way. Financial planning and investment advice are provided to clients through Domain Money Advisors, LLC, an investment advisor registered with the U.S. Securities and Exchange Commission (SEC).