Advisor at Domain Money Advisors, LLC
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Firm
Domain Money Advisors, LLC
Location
Colorado Springs, CO
Credentials
CFP®, Series 63, Series 65
Industry experience
6 years
Matthew Forney is a CFP® professional with six years of industry experience. He is currently with Domain Money Advisors, LLC and previously worked at Market Street Trust Company, LPL Financial, LLC, and Tompkins Trust Company. Domain Money Advisors, LLC provides financial planning and investment consultation primarily to individuals and families through an app-based membership model. The firm also supports other registered investment advisers with white-labeled sub-advisory and platform services, employing fundamental analysis and Modern Portfolio Theory concepts while generally recommending 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).
Colorado Springs, CO
California · Colorado · Texas
Domain Money Advisors, LLC
2025 - Present (1 year)
Market Street Trust Company
2020 - 2025 (5 years)
LPL Financial, LLC
2015 - 2020 (5 years)
Tompkins Trust Company
2015 - 2020 (5 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
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.
Series 65
Colorado Springs, CO
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