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Domain Money review 2024

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Domain Money
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Minimum deposit
$0
Paid non-client promotion. Finder does not invest money with providers on this page. If a brand is a referral partner, we're paid when you click or tap through to, open an account with or provide your contact information to the provider. Partnerships are not a recommendation for you to invest with any one company. Learn more about how we make money. Finder is not an adviser or brokerage service. Information on this page is for educational purposes only and not a recommendation to invest with any one company, trade specific stocks or fund specific investments. All editorial opinions are our own.

Our verdict

Flat-fee financial plans with unbiased advice from Domain Money, but its plan costs are on the high end.

Consider Domain Money if you want a modern approach to financial planning, with customizable plans and ongoing access to fiduciary certified financial planners. Look elsewhere if you want ongoing portfolio management.

Best for: Tech-savvy individuals or families who want a personalized financial plan.

Pros

  • On-demand financial advice
  • 3 plan types to choose from depending on your needs and goals
  • Shared household planning
  • Sleek, user-friendly mobile app to access your financial plan and communicate with your dedicated advisor

Cons

  • Plan costs on the high end
  • No asset management

In this guide

  • Our verdict
  • Your reviews
  • Ask a question

Paid non-client promotion. Finder does not invest money with providers on this page. If a brand is a referral partner, we're paid when you click or tap through to, open an account with or provide your contact information to the provider. Partnerships are not a recommendation for you to invest with any one company. Learn more about how we make money.

Finder is not an adviser or brokerage service. Information on this page is for educational purposes only and not a recommendation to invest with any one company, trade specific stocks or fund specific investments. All editorial opinions are our own.

Domain Money is best for investors seeking a personalized financial plan

With its flat-fee structure and technology-driven platform, Domain Money is best for tech-savvy investors who want straightforward, unbiased financial advice and planning. Focus on a specific facet of your finances or get a comprehensive financial plan that considers all aspects of your financial life.

Where Domain Money shines

Domain Money offers a modern financial planning experience for individuals and families. With meetings by phone or video call, connect with a dedicated financial professional to build a customized financial plan around the specifics of your financial life. We like that Domain Money offers several financial plan options to choose from, giving customers the freedom to focus on specific aspects of their finances or get a comprehensive financial plan that incorporates the entirety of their financial life. Recommendations and advice are bite-sized, so they’re easy to follow and tackle.

What’s more, Domain Money’s financial planners don’t earn commission on products they recommend — you get access to certified financial planners who are legally obligated to act with your best interests in mind. It’s unbiased advice and customized financial plans tailored to your unique situation and goals.

And if you’re unsatisfied with Domain Money, they’ll refund your money.

Where Domain Money falls short

Domain Money’s services financial plan costs come in on the high end, which will put the service out of reach for many people. It’s lowest-priced plan, a one-page plan that addresses specific goals, is $2,500. For a comprehensive financial plan, one that includes everything in your life that deals with money, you’ll need to pay a $7,500 flat fee. Recent research shows the median standalone fee for a comprehensive financial plan in 2022 was $3,000.(1)

Domain Money’s costs

Assets under management feeNone
Plan optionsOne-page plan: $2,500
Strategic Plan: $4,500
Comprehensive Plan: $7,500
Periodic updates to your financial plan: $500
Hourly coaching sessions: $300

Is Domain Money legit?

Yes, Domain Money is a legitimate company and investment advisor registered with the US Securities and Exchange Commission (SEC). Domain Money is a New York-based investment advisory firm founded in 2021 by former Goldman Sachs partner Adam Dell. Investors include Bessemer Venture Partners, Salesforce Founder and CEO Marc Benioff and Palantir founder Joe Lonsdale.

Domain Money first launched in January 2022 as an investment platform that offered professionally managed portfolios of stock and cryptocurrencies, along with self-directed trading. At the height of the crypto winter in September 2022, Domain Money filed plans to shift its business model to automated ETF portfolios. It most recently offered all-in-one wealth management that combined automated ETF portfolios with full-service financial planning and today solely offers financial planning services.

A photo of matthewmiczulski

What Matt thinks about Domain Money

Domain Money's flat-fee structure removes much of the potential conflict that undermines commission-based and asset-based advisors. Instead of wondering if the advisor is merely after a commission, with Domain Money, you pay for financial planning that's unbiased and best for you.

— Matt Miczulski, Editor, Investments.

Domain Money’s platform is easy to use

The Domain Money platform is as straightforward as it gets. A dashboard to view your full financial picture, a section dedicated to your financial plan, with quick access to your financial advisor, and all the financial planning tasks you’ve completed. Domain Money’s modern platform is a nice compliment to its uncomplicated approach to financial planning and advice.

Domain

Domain Money’s app store reviews

App storeRatingTotal reviews
Google PlayN/ANo reviews or ratings as of February 2024
Apple Store4.5Over 290

Domain Money’s customer support

  • Video call
  • Phone
  • Email
  • Direct message

How to open an account with Domain Money

  1. Go to the Domain Money website, enter your email address and select Meet Your Advisor.
  2. Enter your name and password and select Create Account.
  3. Choose your membership, enter your credit card information and select Continue.

Eligibility and required information

  • At least 18 years old
  • Valid phone number and residential and email address
  • Valid Social Security number

How safe is Domain Money?

Domain Money is considered safe and secure. The company notes that it uses bank-grade encryption to secure client data and doesn’t sell your personal information for any reason.

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Frequently asked questions

How does Domain Money work?

Domain Money works as a flat-fee financial planning service, offering customizable financial plans tailored to each individual.

Do financial advisors have a fiduciary responsibility?

No, not all advisors have a fiduciary responsibility. Commission-based advisors, for instance, are non-fiduciary advisors. Domain Money’s team of Certified Financial Planner (CFP) professionals, on the other hand, all have a fiduciary duty to act in your best interest.

Why should I get a financial advisor?

A financial advisor can guide you through the financial complexities of life. Your budget, your investments, the taxes you pay, all these things are connected, and a financial advisor can use their expertise to help educate you on these various topics and make sure you’re maximizing your efforts.

How we rate trading platforms

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For a complete breakdown of how we score each category, read the full methodology of how we rate trading platforms.

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Matt Finder

Editor, Investments

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