Ramona Maior is a CFP-designated registered investment advisor at Domain Money Advisors, LLC, based in Glendale, AZ, with 12 years of industry experience. Ramona 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
Glendale, 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.
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Ramona is an adjunct professor at Grand Canyon University, teaching personal finance, and a volunteer communications team lead for Greater Phoenix FPA. She also works as a relationship manager providing coaching for PFG Advisors, and operates under the DBA Medicare Flyer.
Employment History
Current Registrations
Domain Money Advisors, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Osaic Wealth, INC.Broker
Pfg Advisors
Securities America, INC.Broker
The Wealth Consulting Group
LPL Financial LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
USAA Financial Planning Services
USAA Financial Advisors, 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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