Beau D'agostino is a CFP-designated registered investment advisor at Domain Money Advisors, LLC, based in Phoenix, AZ, with 15 years of industry experience. Beau operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 182 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Domain Money Advisers does not charge investment management fees based on a percentage of your portfolio. Instead, investment management and portfolio oversight are provided as part of their fixed-fee membership plans or consultation services.
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Domain Money Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Learnvest Planning Services, LLC
Vanguard Marketing CorporationBroker
Sii Investments, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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