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
Mesa, AZ
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Sara Wright is a CFP® professional with 10 years of experience in financial advisory roles. She currently works at Domain Money Advisors, LLC and has previously held positions with Northwestern Mutual and Learnvest Inc. Domain Money Advisors, LLC provides financial planning and investment consultation primarily to individuals and families through an app-based membership model, also supporting other registered investment advisers with white-labeled sub-advisory and platform services. The firm emphasizes diversified index mutual funds and ETFs, using fundamental analysis and Modern Portfolio Theory, 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).
Mesa, AZ
Arizona
Domain Money Advisor LLC
2025 - Present (1 year)
Northwestern Mutual Wealth Management Company
2023 - 2025 (2 years)
Northwestern Mutual Investment Services LLC
2022 - 2025 (3 years)
Matthew Aaron
2022 - 2025 (3 years)
Northwestern Mutual Investment Services LLC
2018 - 2022 (4 years)
Northwestern Mutual Life Insurance Company
2018 - 2022 (4 years)
Learnvest Inc
2015 - 2018 (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
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, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
CFP®, Series 65
Gilbert, AZ
Kingdom Wealth Advisers
Series 65
Phoenix, AZ
Betts LLC
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
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