Advisor at Domain Money Advisors, LLC
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Firm
Domain Money Advisors, LLC
Location
Syracuse, NY
Credentials
Series 63
Industry experience
9 years
Cody Winter is a financial advisor at Domain Money Advisors, LLC with nine years of industry experience. He holds a Series 63 designation and has previously worked at Delphinus Financial Advisors, LLC and multiple Northwestern Mutual entities. Domain Money Advisors, LLC provides financial planning and investment consultation primarily to individuals and families through an app-based membership model, also offering sub-advisory and platform services to other registered investment advisers. The firm employs CFP® professionals who use fundamental analysis and Modern Portfolio Theory, focusing on diversified index mutual funds and ETFs, and operates with a fixed subscription membership structure without discretionary trading authority.
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).
Syracuse, NY
New York · Texas
Domain Money Advisors LLC
2025 - Present (1 year)
Delphinus Financial Advisors, LLC
2018 - 2025 (7 years)
Northwestern Mutual Investment Management
2016 - 2018 (2 years)
Northwestern Mutual Wealth Management Company
2016 - 2018 (2 years)
Northwestern Mutual Investment Services LLC
2016 - 2018 (2 years)
Northwestern Mutual Life Insurance Company
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFP®, Series 63
Baldwinsville, NY
Main Street Wealth Management, LLC
Series 63, Series 65, Series 66
Syracuse, NY
Edward S. Green & Associates, LLC
Series 65
Syracuse, NY
Kraemer Capital Management LLC
Series 63, Series 65
Marietta, NY
Clements Investment Management
CFA®
Fayetteville, NY
Constellation Asset Management, Inc.
Series 65
Syracuse, NY
LTS Wealth Management
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