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
Interactive financial plan with action items
0% AUM investment advisory
3.2% APY on cash savings¹
Cash flow and spending
Retirement planning
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
Direct Indexing & Tax Loss Harvesting²
Tax filing
Tax strategy and planning
Equity compensation strategies
Real estate planning
Education savings strategies
3 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
Expanded tax filing coverage
Estate planning
Insurance optimization
4 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'll 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
Get a diversified, goal-based portfolio strategy and ongoing professional guidance, with no requirement to move your assets to us.
Risk Tolerance Assessments
Portfolio Analysis & Construction
Ongoing Portfolio Rebalancing
Investment Account Fee Transparency Audit
Move your assets to Domain and have an actively, professionally managed portfolio all for a flat-fee (no AUM) that includes everything in Investment Planning.
0% AUM Investment Portfolio Management
3.2% APY on Cash Savings¹
Tax Loss Harvesting
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Direct Indexing²
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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.³
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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Get a comprehensive overview of how your real estate holdings fit into your overall financial strategy, ensuring they align with your goals.
First Time Home Purchase Analysis
Keep vs. Sell Analysis
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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.⁴
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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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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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.
1) 3.20% APY for the Altruist Cash accounts (‘Altruist Cash’), as of February 2026. The Annual Percentage Yield (‘APY’) is variable and may change at any time. The amount of interest you will receive on your deposits will vary based on a number of factors. Accrued interest is paid on the last business day of the month directly into the Altruist Cash account. For addition information please visit Altruist and its disclaimers. APY Interest rate is impacted by the federal funds rate and is adjusted in line with changes made by the Federal Reserve.
2) Domain Money uses the services of TAMPs to manage your assets. While often no additional fees are charged by the TAMPs, on occasion for some strategies, an asset-based fee is charged directly by the TAMPs. Domain Money does not receive any portion of the fee charged by the TAMPs. You will be notified before Domain Money recommends investment in a TAMP strategy where this fee may be charged
3) 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.
4) We are not estate attorneys, Domain Money is an online service providing legal forms and information. We are not a law firm and we do not provide legal advice.