Domain Money
Domain Money is an innovative financial advisory platform designed to provide clear, personalized guidance that helps individuals build wealth and achieve long-term financial goals. Built for millennials and the tech-savvy generation, Domain Money democratizes professional financial advice by making expert support accessible, transparent, and easy to understand. The platform offers holistic financial planning powered by CFPⓇ professionals who develop customized strategies, step-by-step action plans, and practical tools to support confident decision-making. Beyond simply managing where your money is invested, Domain Money partners with you throughout every stage of your financial journey, ensuring your financial strategy evolves as your life and goals evolve.
ABOUT DOMAIN MONEY
Domain Money operates as an all-in-one wealth management and flat-fee financial planning platform that connects users with Certified Financial Planners (CFP®) for personalized, fiduciary guidance.
Founded by technology entrepreneur Adam Dell, the platform translates decades of traditional wealth management expertise into clear, digital-first actionable strategies.
Domain Money supports the holistic analysis of over 45 cryptocurrencies and more than 4,000 individual stocks and exchange-traded funds (ETFs), including prominent digital assets like Bitcoin, Ethereum, and Solana alongside mega-cap equities like Apple and Tesla.
With transparent, upfront flat pricing structures and user-friendly advisory roadmaps, the platform makes professional financial planning accessible to individuals across all stages of the wealth-building journey.
SERVICES & SOLUTIONS
Personalized Financial Planning: Domain Money delivers fully customized financial plans tailored to your specific household income, lifestyle variables, current priorities, and long-term goals, ensuring strategies are engineered to your needs.
Investment Guidance and Portfolio Strategy: Users receive expert-backed, independent investment recommendations designed to build diversified portfolios that directly align with individual risk tolerance, tax optimization goals, and broader wealth milestones.
Debt Management and Cash Flow Optimization: The platform provides practical, actionable diagnostics to restructure high-interest debt, improve monthly cash flow margins, and build sustainable money management frameworks.
Retirement and Long-Term Wealth Planning: Dedicated CFP® professionals craft retirement withdrawal and accumulation strategies that integrate tax efficiency, retirement projections, compound interest models, and customized portfolio design.
Financial Checkups and Ongoing Support: Domain Money provides structured plan reviews to dynamically adapt your financial strategy as life circumstances evolve, helping manage career transitions, family growth, real estate purchases, or sudden equity compensation events.
PRICING & MEMBERSHIP TIERS
Essential (US $3,200 Year 1 / Renews at $1,800 annually): A foundational financial planning tier covering cash-flow and spending audits, customized investment strategies, basic retirement projections, two coaching sessions with a dedicated CFP® professional, and unlimited email support.
Strategic (US $4,500 Year 1 / Renews at $2,500 annually): Designed for professionals navigating increasing complexity, this plan includes all Essential benefits plus proactive tax planning, equity compensation optimization for RSUs and stock options, real estate purchase modeling, education-funding strategies, and three total coaching sessions.
Comprehensive (US $7,800 Year 1 / Renews at $4,500 annually): The premier institutional-grade tier offering everything in Strategic alongside advanced estate planning architecture, insurance risk optimization, automated goal tracking, annual plan presentations, four coaching sessions, and specialized advisory for complex financial situations or business owners.