Advisor at Domain Money Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Domain Money Advisors, LLC
Location
Cleveland, OH
Credentials
CFP®, Series 66
Industry experience
8 years
Adrianna Adams is a CFP® professional with eight years of experience in financial advisory roles. She currently works at Domain Money Advisors, LLC and previously held positions at Morgan Stanley Private Bank, Morgan Stanley, Royal Alliance Associates, NCA Financial Planners, and the University of Akron. Domain Money Advisors, LLC provides financial planning and investment consultation primarily to individuals and families through an interactive app-based membership model. The firm also offers white-labeled sub-advisory and platform services to other registered investment advisers, using fundamental analysis and Modern Portfolio Theory concepts to recommend diversified index mutual funds and ETFs.
Based on Domain Money Advisors, LLC
Fixed fees for Initial Engagements as per plan levels (Essentials, Strategic, Comprehensive).
$500 per hour, billed in 30-minute increments, partial increments treated as whole.
Yearly subscription fee after initial engagement year (renewal fees: Essentials $1,800/year, Strategic $2,500/year, Comprehensive $4,500/year).
Fee-only: Initial Engagement fixed fees: Essentials Plan $3,200 for Year 1, renewed annually for $1,800; Strategic Plan $4,500 for Year 1, renewed annually for $2,500; Comprehensive Plan $7,800 for Year 1, renewed annually for $4,500. Additional services may be charged hourly at $500 per hour (billed in 30-minute increments).
Cleveland, OH
California · New York · Ohio · Texas · Washington
Domain Money Advisors, LLC
2023 - Present (3 years)
Morgan Stanley Private Bank, N.A.
2018 - 2023 (5 years)
Morgan Stanley
2018 - 2018 (1 year)
Royal Alliance Associates
2017 - 2018 (1 year)
NCA Financial Planners
2017 - 2018 (1 year)
University of Akron
2013 - 2016 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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