Domain Money: Flat-Fee Financial Planning with a Personal CFP®
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Domain Money: Flat-Fee Financial Planning with a Personal CFP®
Domain Money is a financial planning and wealth management service that connects you with a dedicated Certified Financial Planner™ (CFP®).
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Domain Money: Flat-Fee Financi...
What Is Domain Money?
Domain Money is a modern alternative to traditional financial advisors. Instead of charging high percentage-based fees, it offers personalized financial planning for a flat, predictable annual cost.
Every client is paired with a fiduciary CFP® who develops a custom financial plan and provides ongoing support.
The service covers all aspects of money management, including budgeting, investments, retirement, taxes, and equity compensation.
Domain Money Overview
| Plan | Best For | First-Year Fee | Annual Renewal |
|---|---|---|---|
| Essential | Young professionals, couples, and those starting their financial journey | $3,200 ($2,700 with referral) | $1,800 |
| Strategic | Rising professionals and those with equity compensation | $4,800 ($4,300 with referral) | $2,500 |
| Comprehensive | High earners, business owners, and complex financial situations | $7,800 ($7,300 with referral) | $4,500 |
How Domain Money Works
Unlike traditional advisors who charge a percentage of assets under management (AUM), Domain Money offers transparent, flat-fee pricing.
- Schedule a free strategy session with a CFP® to review your needs and goals.
- Receive a customized written financial plan and personalized financial model.
- Work with your dedicated advisor through ongoing coaching sessions.
- Get unlimited email and chat support plus annual plan updates and investment reviews.
- Track your progress in a custom dashboard, adjusting strategies as life changes.
Key Features & Benefits
| Feature | Benefit |
|---|---|
| Dedicated CFP® | Work with a personal Certified Financial Planner™ who guides you long-term. |
| Flat-Fee Pricing | Transparent costs with no AUM-based fees or hidden commissions. |
| Comprehensive Coverage | Plan covers investments, cash flow, taxes, equity comp, and real estate. |
| Fiduciary Standard | Advisors are legally bound to act in your best interest. |
| Ongoing Support | Includes coaching sessions, unlimited email/chat support, and annual reviews. |
Who Is It For?
- Young professionals starting their financial journey.
- Employees with stock options or equity compensation packages.
- Business owners and high earners with complex financial needs.
- Anyone looking for unbiased, fiduciary advice without high account minimums.
Pricing & Fees
- Essential Plan: $3,200 first year ($2,700 with referral), $1,800 renewal.
- Strategic Plan: $4,800 first year ($4,300 with referral), $2,500 renewal.
- Comprehensive Plan: $7,800 first year ($7,300 with referral), $4,500 renewal.
- Free Strategy Session: Included before you commit.
Trust & Security
- Advisors are fiduciaries—legally and ethically obligated to act in your best interest.
- Flat-fee model ensures unbiased advice without product commissions.
- Backed by certified financial professionals with expertise across wealth planning.
Domain Money FAQs
Does Domain Money require account minimums?
No. Unlike traditional wealth managers, Domain Money is accessible without high account minimums, making expert financial planning available to more people.
Can Domain Money replace a financial advisor?
Yes. Domain Money functions as a complete alternative, providing personalized planning and ongoing coaching for a flat fee, without conflicts of interest.
What makes Domain Money different?
Instead of charging a percentage of assets, Domain Money charges a flat annual fee and provides dedicated CFP® support, ensuring unbiased and transparent advice.
Get Started with Domain Money
Take control of your financial future with personalized, flat-fee planning from a dedicated CFP®.
| Account Types | Individual |
|---|---|
| Advisory Style | Human Advisor |
| Features & Access | Educational Resources |
| Fees & Pricing | Flat Fee Service |
| Perks & Value Adds | Retirement Planning Tools |
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