Domain Money Advisors, LLC logo

Domain Money Advisors, LLC

Updated today

Total assets under management

$0

Total clients

0

Total advisors

20

of 39 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

0

Average account size

About

Domain Money Advisers, LLC provides financial planning and investment consultation to individual clients and also acts as a sub-adviser/white-labeled platform provider to other registered investment advisers. Services are delivered through a digital app and membership program that includes plan delivery, ongoing advisor access, and implementation support with access to custodial arrangements at Altruist.

The firm’s client work centers on tiered, fixed-fee membership engagements with annual renewals and the option for hourly, a la carte coaching or implementation support, and it can provide discretionary investment management through third‑party TAMPs. Investment advice is grounded in modern portfolio theory with a preference for broadly diversified index funds and ETFs, and the firm uses automated document parsing and human review to support its planning analyses.

Distinctive elements include a fee model that relies on subscription and hourly billing rather than percentage-of-AUM fees, the use of testimonials and endorsements in its marketing materials, and firm-funded access to third‑party tax preparation and estate‑planning providers for eligible members. The firm also serves as a white-labeled service provider to partner RIAs, is authorized to manage assets through Altruist while currently reporting no AUM, and disclosed a prior regulatory settlement related to a late filing.

Client services

Financial planning Portfolio management

Expertise

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).

Main office location

Domain Money Advisors, LLC

594 Broadway, Suite 502

New York NY 10012, United States

Number of offices

1

Most active in

Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Cody W

Series 63

Syracuse, NY

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Alexandria S

Series 66

American Fork, UT

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

David J

CFP®, Series 66

Carmel, IN

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

James M

CFP®, Series 63, Series 65

Centerville, UT

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Adrianna A

CFP®, Series 66

Cleveland, OH

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Jacob T

CFP®

Circle Pines, MN

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Sara W

CFP®, Series 63, Series 65

Mesa, AZ

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Alicija D

CFP®, Series 66

Laytonsville, MD

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Jeffrey E

CFP®, Series 63

Huntersville, NC

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Julian F

CFP®, Series 63

Baltimore, MD

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Chikaeme O

CFP®, Series 63, Series 66

Keller, TX

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Benjamin C

CFP®, Series 66

Pensacola, FL

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Matthew F

CFP®, Series 63, Series 65

Colorado Springs, CO

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Carmina L

Series 66

Wesley Chapel, FL

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
user avatar

Dustin K

CFP®, Series 63, Series 65

Ausitn, TX

Domain Money Advisors, LLC

Cash flow / budgeting Real estate investing Tax-loss harvesting
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