30 days risk-free.

Solo
Joint
Monthly
$79
Quarterly
$79 $75/mo
Most popular
Annually
$79 $69/mo
For yourself
$
79
Every month
One person icon
Our pricing is simple, transparent and a fraction of traditional advisory firms. Memberships are risk-free for 30 days.
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Expert advice from your dedicated CFP® Professional.
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Unlimited texts, calls and video.
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5.12% APY Savings accounts, 8x the national average.
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Expert-built investment portfolios with no management fees.
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Tax preparation and filing included.
Sign Up Now
For yourself
$
225
Every 3 months
One person icon
Our pricing is simple, transparent and a fraction of traditional advisory firms. Memberships are risk-free for 30 days.
Checkmark
Expert advice from your dedicated CFP® Professional.
Checkmark
Unlimited texts, calls and video.
Checkmark
5.12% APY Savings accounts, 8x the national average.
Checkmark
Expert-built investment portfolios with no management fees.
Checkmark
Tax preparation and filing included.
Sign Up Now
For yourself
$
828
Every year
One person icon
Our pricing is simple, transparent and a fraction of traditional advisory firms. Memberships are risk-free for 30 days.
Checkmark
Expert advice from your dedicated CFP® Professional.
Checkmark
Unlimited texts, calls and video.
Checkmark
5.12% APY Savings accounts, 8x the national average.
Checkmark
Expert-built investment portfolios with no management fees.
Checkmark
Tax preparation and filing included.
Sign Up Now
Monthly
$130
Quarterly
$130 $123/mo
Most popular
Annually
$130 $115/mo
For your family
$
130
Every month
Memberships are risk-free for 30 days.
Expert advice from your dedicated CFP® Professional for you and your partner.
Unlimited texts, calls and video.
5.12% APY Savings accounts, 8x the national average.
Expert-built investment portfolios with no management fees.
Tax preparation and filing included.
Joint memberships coming soon!
For your family
$
368
Every 3 months
Memberships are risk-free for 30 days.
Expert advice from your dedicated CFP® Professional for you and your partner.
Unlimited texts, calls and video.
5.12% APY Savings accounts, 8x the national average.
Expert-built investment portfolios with no management fees.
Tax preparation and filing included.
Joint memberships coming soon!
For your family
$
1,374
Every year
Memberships are risk-free for 30 days.
Expert advice from your dedicated CFP® Professional for you and your partner.
Unlimited texts, calls and video.
5.12% APY Savings accounts, 8x the national average.
Expert-built investment portfolios with no management fees.
Tax preparation and filing included.
Joint memberships coming soon!

How we compare

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Traditional
Advisors
Flat-fee
No management fees
No investment minimums
Tax preparation and filing
See all your assets in one place
CFP® Professional in your pocket
Built for early to mid-career professionals

Start with a free session.

  • Meet with a Domain Guide to discuss what’s on your mind.
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  • Ask us any burning questions and share your financial goals.
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  • We'll get you on track and feeling financially more confident with just one call.

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