Pricing

Free Strategy Session
Free Strategy Session

Memberships that fuel your growth

Flat-fee memberships, a personalized strategy, and dedicated CFP® professional support designed to continually move you forward. And no hidden or AUM fees—ever.

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

Essential

$3,900

Year 1 Initial Planning

Renews annually at $2,900

Best for

W-2 professionals, DIYers looking for a professional second opinion, and those who are building their foundation.

Get Started

What you get

  • Dedicated CFP® professional

  • Your partner included for free

  • 1 coaching session each year

  • Interactive financial plan with action items

  • 0% AUM Investment Management

  • Investing strategy

  • 3.5% APY on cash savings¹

  • Cash flow & spending

  • Home affordability, retirement, debt & child education savings planning

Strategic

Most Popular

$5,200

Year 1 Initial Planning

Renews annually at $4,200

Best for

Families and mid-career professionals who are “busy-complex” and want to maximize their money.

Get Started

Everything in Essential, plus

  • 3 total coaching sessions per year

  • Tax filing & tax optimization strategy

  • Back-Door Roth conversions

  • Direct Indexing & Tax Loss Harvesting²

  • Equity comp planning for RSU & ESPP

  • Real estate keep vs. sell analysis

  • Estate plan document creation

  • Life insurance and employee benefits

Comprehensive

$9,000

Year 1 Initial Planning

Renews annually at $8,000

Best for

Higher net-worth individuals, pre-retirees, and those with big life decisions that want to ensure no stone is left unturned.

Get Started

Everything in Strategic, plus

  • Unlimited coaching sessions and concierge support team

  • Unlimited K-1s & investment properties

  • Equity comp planning for ISO, NSO, etc.

  • Roth conversion laddering & retirement investment drawdown analysis

  • Home renovation vs relocation

  • Existing estate plan, funding attorney & notary support³

  • Life, disability, property & long-term care insurance planning

  • Charitable giving strategies

Your membership renewal is billed on the anniversary of your kick-off call. Cancel anytime.

Compare our memberships

Essential
Strategic
Comprehensive

What makes Domain Money different

Personalized, fully integrated planning.

Get a strategy that connects every part of your financial life and is tailored to your goals, priorities, and stage of life.

Transparent fee and no minimums.

No hidden costs, asset minimums or AUM fees. And you keep your investments where you feel comfortable.

Focused on client’s best interests, not product sales.

We’re here to guide you, not sell you something. We’re fiduciaries and don’t push products or receive commission.

FAQs

1) 3.50% 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) Not currently available in all states.
4) See full Money Back Guarantee Terms & Conditions..