Domain Money Advisers offers personalized financial planning and investment advisory services to individuals and families. The firm operates primarily through a membership model that begins with an initial financial plan in the first year, followed by recurring annual subscriptions providing plan updates, coaching sessions, and ongoing access to Certified Financial Planners. Services cover asset allocation, retirement planning, cash flow analysis, tax strategies, and estate planning. Investment management is offered on a discretionary basis through a relationship with Altruist or third-party platforms, utilizing exchange-traded funds and index mutual funds based on Modern Portfolio Theory. The firm also serves as a sub-advisor to other registered investment advisors through white-labeled arrangements.
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.