Rating is sourced fromTrustPilot and current clients of Domain Money Advisors, LLC. No compensation was provided in exchange for testimonials.
Why investors choose Domain Money
Our fiduciary guidance is transparent, unbiased, and always in your best interest. We don’t sell financial products or earn commissions.
Strategies personalized to your goals
Domain Money helps you manage your entire portfolio, regardless of where your assets are held. We help clients with investment accounts held at firms like Fidelity, eTrade, Schwab, Vanguard, Wealthfront, and others. No need to move your investments or open new accounts.
Who benefits from asset management?
Asset management isn’t just for high-net-worth individuals. Professionals with complex portfolios, business owners, retirees, or anyone juggling multiple accounts can benefit.
At Domain Money, we help our clients organize investments, optimize asset allocation, minimize taxes, and grow wealth efficiently—so their portfolios work as hard as they do, no matter their stage in life or financial complexity.
What you get with Domain Money
The Domain Money difference
With us, you don’t just get a plan—you get a partner.
For Illustrative Purposes Only
Explore our process
Traditional advisors often focus narrowly on investment management and charge a percentage of your portfolio (AUM). Domain Money takes a broader, coach-style approach. We build a personalized plan that covers your entire financial life—cash flow, taxes, equity compensation, real estate, retirement, and insurance. You’ll work with the same dedicated CFP® professional for ongoing guidance, with no product sales or commission incentives.
Instead of paying a percentage of your assets (which grows as your wealth grows), you pay one predictable annual membership fee. That fee covers your complete financial plan, regular updates, and unlimited access to your CFP®. Whether you have $200K or $2M invested, the cost stays the same—transparent, fair, and designed to grow with you, not off you.
Every Domain Money advisor is a Certified Financial Planner™ (CFP®) professional. This means they’ve completed rigorous education, experience, and ethics requirements, and are trained to look at your full financial picture. Our CFP®s act as fiduciaries, which means they’re legally and ethically obligated to put your best interests first. You’ll have expert guidance from someone who knows you personally—not a rotating advisor or call center.
Yes. All Domain Money CFP® professionals are fiduciaries. That means we’re required to put your best interests ahead of our own at all times. Unlike advisors who earn commissions on products, we don’t sell financial products or take referral fees. Our only focus is giving you objective, conflict-free advice to help you make smarter money decisions with confidence.
Absolutely. Most clients work with us as a household, so both spouses (or family members) are included in the planning process. We’ll align your shared goals—like buying a home, funding college, or retiring early—while also addressing individual priorities. You’ll leave with one clear, step-by-step plan that helps your entire family move forward together.
Traditional advisors often charge around 1% of assets under management (AUM) each year. For example, a $1M portfolio could mean $10,000 annually in fees, on top of potential charges for trades, mutual funds, or wrap fees. Some also require investment minimums. At Domain Money, our model is different—you pay one transparent annual membership fee, no matter your portfolio size. That covers your entire financial plan, including tax strategies, real estate guidance, and retirement planning.
*This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied on for, investment, tax, legal, or accounting advice. Please consult your own financial advisor or tax professional before making any decisions. Domain Money, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training.
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