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Refer a friend to Domain Money, earn $1,000, and they’ll get $500 off their membership.

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Rating is sourced fromTrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.

For Illustrative Purposes Only

How it works
1.
Share your referral link
Enter your email and get a unique referral link to share with friends, family, or coworkers.
2.
Your referral meets with us
One of our experts will get to know their goals, priorities, and start mapping out how to get there.
3.
Earn $1,000 for each referral
You earn $1,000 when your referral pays their deposit. And they get $500 off their plan. Talk about a win-win!

Plus, there’s no limit. The more friends you help, the more you earn. See full terms and conditions.

Enter your email address and we’ll generate a unique referral link that you can share with friends and family any way you’d like.

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Your flat fee advisor and coach.  A true fiduciary.
Get paired with a dedicated CFP® professional who knows you. No rotating advisors, no sales pressure, and no hidden fees. Just unbiased expertise tailored to your goals, budget, and timeline.
The Domain Guarantees
Financial Planning Done Right. Guaranteed.
We believe in a transparent and results-oriented approach to financial planning. That's why we offer a series of industry-leading guarantees, designed to give you complete peace of mind and the confidence you deserve when it comes to your financial future.
Here's how it works:
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.
Fiduciary Protection
We are a fiduciary, legally bound to prioritize your financial well-being. No pushing products, just unbiased advice tailored to your unique circumstances.
Money Back Guarantee
We're so confident you'll love Domain Money, we offer a 100% satisfaction guarantee.  See our Terms & Conditions.
Feeling unsure? We understand!
That's why we offer this guarantee. Get started today, knowing we’re committed to your financial journey.
Click here to learn more and see the full terms & conditions.

Delighted Clients

My wife and I had a fantastic experience working with our Domain Money CFP®. They were extremely thorough and clearly know their craft. They put in a lot of time and effort to help us review our finances and develop a solid plan. After working with Domain, we felt much more confident in how our investments were distributed. Not only are they professional and knowledgeable, but they're also incredibly kind. We highly recommend Domain to anyone looking for top-notch financial planning.

Mark J.

My wife and I had a fantastic experience working with our Domain Money CFP®. They were extremely thorough and clearly know their craft. They put in a lot of time and effort to help us review our finances and develop a solid plan. After working with Domain, we felt much more confident in how our investments were distributed. Not only are they professional and knowledgeable, but they're also incredibly kind. We highly recommend Domain to anyone looking for top-notch financial planning.

Mark J.
Essential with
Adrianna Adams

The second Strategic Plan session with my CFP® was extremely informative and helpful. I felt that they really understood my questions and goals for the Strategic Plan. All good things to say about my CFP® in particular! My original review noted some areas for process improvement, but I have appreciated all of the efforts Domain Money has made to improve upon my initial experience. I look forward to continuing to work with them in the future.

Brigid M.

The second Strategic Plan session with my CFP® was extremely informative and helpful. I felt that they really understood my questions and goals for the Strategic Plan. All good things to say about my CFP® in particular! My original review noted some areas for process improvement, but I have appreciated all of the efforts Domain Money has made to improve upon my initial experience. I look forward to continuing to work with them in the future.

Brigid M.
Essential with
Adrianna Adams

I am a huge fan of Domain Money and my personal CFP® Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an actionable and understandable strategy that we can revisit annually. I would highly recommend both Domain Money and Adrianna!

Brian P.

I am a huge fan of Domain Money and my personal CFP® Adrianna was fantastic! She was smart and professional, and quickly grasped my unusual and diverse financial history and presented us with an actionable and understandable strategy that we can revisit annually. I would highly recommend both Domain Money and Adrianna!

Brian P.
Essential with
Adrianna Adams

We are new to personal finance and only just now in a position to even think about saving and investing. Domain offered packages that were perfect for where we are in our personal finance journey. Our CFP® helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed. We are already seeing the benefits.

Suraya

We are new to personal finance and only just now in a position to even think about saving and investing. Domain offered packages that were perfect for where we are in our personal finance journey. Our CFP® helped us understand the recommendations she was making so we also learned along the way. She even broke up her recommendations into bite-size steps so we didn't feel overwhelmed. We are already seeing the benefits.

Suraya
Essential with
Adrianna Adams

Domain is an incredible financial resource, even for people that are already financially savvy. We've worked with our CFP® for years—she helped develop a framework and plan for saving and investing that helps us meet our financial and life goals. The process of working with Domain helped our family clarify those goals to begin with. They're extremely knowledgeable and approachable. Our CFP just gets it!

Eli

Domain is an incredible financial resource, even for people that are already financially savvy. We've worked with our CFP® for years—she helped develop a framework and plan for saving and investing that helps us meet our financial and life goals. The process of working with Domain helped our family clarify those goals to begin with. They're extremely knowledgeable and approachable. Our CFP just gets it!

Eli
Essential with
Adrianna Adams

We have worked with our Domain CFP® for several years and value the original plan she developed, as well as all of the fine-tuning over the years. They are the best!

Brianna

We have worked with our Domain CFP® for several years and value the original plan she developed, as well as all of the fine-tuning over the years. They are the best!

Brianna
Essential with
Adrianna Adams

My husband and I have worked with our CFP® for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. She is funny and personable. I can't recommend them enough!

Erica

My husband and I have worked with our CFP® for years and she is the absolute BEST. She helped us create a strategy to meet our short-term and long-term financial goals and is always available to answer questions and talk us through new situations that arise. I'm not as financially savvy as my husband, but she is so approachable and makes it all so easy to understand. She is funny and personable. I can't recommend them enough!

Erica
Essential with
Adrianna Adams

I highly recommend Domain Money. Our CFP® has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree our CFP is one of the best. We continue to reference our strategic plan and get tremendous value in quarterly check-ins.

Christine

I highly recommend Domain Money. Our CFP® has been instrumental in helping our family assess our financial health and make strategic changes to better prepare us for retirement, education and other financial goals. She is an excellent communicator and a highly strategic thinker. Both my husband and I have financial services experience at top firms and agree our CFP is one of the best. We continue to reference our strategic plan and get tremendous value in quarterly check-ins.

Christine
Essential with
Adrianna Adams

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.

Zach

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for me, it's logical, clear, and useful. I'd recommend them to family and friends.

Zach
Essential with
Adrianna Adams

We've had a fantastic experience with Domain Money. Our CFP® helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.

Edmund

We've had a fantastic experience with Domain Money. Our CFP® helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive, always ready to answer questions and provide clarity. In addition to being knowledgeable, she is exceptionally personable, making every meeting enjoyable. We highly recommend her services to anyone looking to gain control of their financial future.

Edmund
Essential with
Adrianna Adams

We have been working with our CFP® for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years. After we started working with Domain we were much more confident and finally able to make it happen.

Sarah

We have been working with our CFP® for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when she explains it all so clearly it's just so reassuring. We had been trying to buy a house for several years. After we started working with Domain we were much more confident and finally able to make it happen.

Sarah
Essential with
Adrianna Adams

Domain Money is tremendous. Our CFP® changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Jacob

Domain Money is tremendous. Our CFP® changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Jacob
Essential with
Adrianna Adams

We highly recommend working with Domain Money. Our CFP® spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.

Aaron

We highly recommend working with Domain Money. Our CFP® spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approachable and helpful with any questions or concerns. We feel very comfortable with her and know that she is there to guide us with any financial changes that life may bring.

Aaron
Essential with
Adrianna Adams

I had procrastinated for a long time to take care of my finances and have a solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Domain Money and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading!

Marcella

I had procrastinated for a long time to take care of my finances and have a solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talked to Domain Money and wish I had done it 5 years before I did. The whole experience was a lot easier than what I was dreading!

Marcella
Essential with
Adrianna Adams

I have had an excellent experience working with Domain Money! Our CFP® has been our sage voice of financial reason since 2014. She is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our recurring meetings with Domain we feel confident that we are on the right track for college and retirement savings.

Maeve

I have had an excellent experience working with Domain Money! Our CFP® has been our sage voice of financial reason since 2014. She is incredibly knowledgeable and professional. We have completely appreciated her straightforward communication style and her financial acumen. Thanks to our recurring meetings with Domain we feel confident that we are on the right track for college and retirement savings.

Maeve
Essential with
Adrianna Adams

Our CFP® is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Nicole

Our CFP® is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spending.

Nicole
Essential with
Adrianna Adams

I was in the market for financial advice. You'd think as a 30-something millennial I'd have my finances together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. Given how much I spend on other things, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it!

Alexander

I was in the market for financial advice. You'd think as a 30-something millennial I'd have my finances together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put together and tailored to my needs and goals. Given how much I spend on other things, this seemed like a bargain if it unlocks a greater financial future for me. So yeah, it's worth it!

Alexander
Essential with
Adrianna Adams

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic Essential Plan, but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions.

Aaron

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goals, and specific action items to reach those goals. Not only did I get a fantastic Essential Plan, but she created a personalized financial model for me as well! Best of all, I now have someone to go to for any financial questions.

Aaron
Essential with
Adrianna Adams

My CFP® helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Domain Money to anyone who doesn't know where to start.

Millicent

My CFP® helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly recommend Domain Money to anyone who doesn't know where to start.

Millicent
Essential with
Adrianna Adams

Working with Domain was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. Our CFP® was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Eric

Working with Domain was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. Our CFP® was very straight forward and unbiased in her assessment and advice. We will continue to work with her.

Eric
Essential with
Adrianna Adams

Our CFP® is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients.

Carrie

Our CFP® is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients.

Carrie
Essential with
Adrianna Adams

Our CFP® is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients.

Erin

Our CFP® is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less than a year, our net worth increased by 8%! She's very flexible with meetings and even made house calls because of our young baby. I'm a financial coach and have recommended her services to many local clients.

Erin
Essential with
Adrianna Adams

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials. Some of the testimonials may be shortened for length only and not to distort or improve the overall testimoniy. Profile images are for representational purposes only and do not depict actual client images. Testimonials were selected to highlight the diversity of our CERTIFIED FINANCIAL PLANNER® professionals and not based on client experience, investment performance, or any rating.

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Enter your email address and we’ll generate a unique referral link that you can share with friends and family any way you’d like.

Referral Program FAQs
Participation in the referral program is subject to the full terms and conditions.
How does the referral program work?

To participate, enter your email to generate a unique referral link. Share this link with friends and family. After your friends have paid a deposit on their Domain Money plan, we'll send you a payment.

How do I generate a unique referral link?

Simply enter your email and we'll create a unique referral link for you. This link can be shared through various channels like social media, email, or text.

Is there a limit to the number of referrals I can make?

There is no limit to the number of referrals you can make. However, If you earn more than $1,000 in referral rewards in a 12-month period, we’ll just ask you to sign a simple disclosure agreement, as required by SEC regulations. It’s quick, straightforward, and ensures we stay fully transparent.

How will I know if my referral made a purchase?

We will notify you via email once your referral has successfully made their deposit on one of our plans.

Can I refer someone who is already a customer?

Unfortunately, the referral program is designed for new customers only. Referrals must be individuals who have not previously purchased a plan from us.

How long is my referral link valid?

 Your referral link never expires — you can share it anytime.

Am I still eligible for a referral bonus if I’ve already purchased a plan?

While you’re not eligible for a discount on a plan you’ve already purchased, if you refer someone else, you can still earn your $1,000 referral bonus when they join. In that case, your referral bonus will be processed via debit card or ACH transfer.

Who can participate in the referral program?

Anyone can participate; you do not need to be a client or member of Domain Money to refer a friend.

How do I redeem my referral rewards?

When you successfully refer a friend, you’ll receive a referral confirmation email with instructions on how to redeem your referral bonus. If you have any questions, you can always reach out to support@domainmoney.com.