user avatar

Jacob Tell

Advisor at Domain Money Advisors, LLC

Updated today
Domain Money Advisors, LLC logo

Firm

Domain Money Advisors, LLC

Location

Circle Pines, MN

Credentials

CFP®

About

Jacob Tell is a CFP® professional with experience at Domain Money Advisors, LLC since 2025 and prior work at Paradigm, Strategies in Wealth Management from 2022 to 2024. He has a background that includes seven years as a student before entering the advisory field. Domain Money Advisors, LLC provides financial planning and investment consultation primarily to individuals and families through an app-based membership model. The firm also serves other registered investment advisers with white-labeled sub-advisory and platform services, using fundamental analysis and Modern Portfolio Theory concepts while generally recommending diversified index mutual funds and ETFs.

Client services

Based on Domain Money Advisors, LLC

Financial planning Portfolio management

Expertise

Based on Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting

Fee options

Fixed

Fixed fees for Initial Engagements as per plan levels (Essentials, Strategic, Comprehensive).

Project-based

$500 per hour, billed in 30-minute increments, partial increments treated as whole.

Subscriptions

Yearly subscription fee after initial engagement year (renewal fees: Essentials $1,800/year, Strategic $2,500/year, Comprehensive $4,500/year).

Other

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).

Location

Circle Pines, MN

Most active in

Minnesota

Work history

Domain Money Advisors LLC

2025 - Present (1 year)

Unemployed

2024 - 2025 (1 year)

Paradigm, Strategies in Wealth Management

2022 - 2024 (2 years)

Paradigm, Strategies in Wealth Management

2022 - 2022 (1 year)

Student

2015 - 2022 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)
user avatar

Thomas T

ChFC®, Series 63, Series 65

White Bear Lake, MN

Thompson Financial Transitions Inc.

General retirement planning Long-term care insurance Cash flow / budgeting Founder/Business Owner Retired
user avatar

John B

Series 65

Minneapolis, MN

Bernstein Financial Advisory

Options & derivatives strategies Founder/Business Owner Mid-Career Professionals
user avatar

James M

Series 63, Series 65

Fridley, MN

Valor Wealth Management LLC

Wealth management General retirement planning Cash flow / budgeting
user avatar

Carter M

CFP®, Series 66

Blaine, MN

Illumifi Wealth

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Student loan debt Founder/Business Owner Young Professionals
user avatar

Christopher S

Series 65

Shoreview, MN

Aberdour Investments

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")