Turn unqualified leads into revenue

Domain’s fully outsourced wealth management solution enables firms to serve clients below their investment minimums.

Trusted by

Expand your service offering, increase revenue.

Domain’s turnkey, white label wealth management solution enables RIAs to monetize clients that fall below their investment minimums.

Increase revenue

Our partners revenue increase by as much as 35%, without additional workload or headcount.

Your brand, your clients

Serve clients under your brand. Domain is just a service provider.

Until they are accumulators

Domain serves smaller account clients until they become accumulators, then we transition them to your firm.

Based on a case study, our RIA partner saw a 35% increase in revenue after partnering with Domain Money.

Purpose built for the client

Our solution provides a personalized step-by-step financial plan and ongoing guidance across every part of a client’s financial life.

Clients get a dedicated CERTIFIED FINANCIAL PLANNER® professional, and integrated dashboard to track their progress.

Demo client dashboard

For Illustrative Purposes Only

Investments

Taxes

Cash Flow

Real Estate

Retirement

Estate Planning

For Illustrative Purposes Only

Benefits

Monetize unqualified leads

Ability to generate revenue from unqualified leads.
Warehouse clients until they become accumulators.

Help more people

Increase the number of people you help achieve their financial goals.
Serve the next generation, without depleting firm resources.

Improve advisor efficiency

Reduce time spent on unproductive clients.
Focus firm resources on your best clients.

Grow your brand

Offset marketing expenses from leads that previously did not convert.
Engage a larger audience, improving performance across search and digital channels.

How it works

We partner with forward thinking RIAs, enabling them to serve more clients.

Turn your audience into revenue

Our dedicated sales team will nurture, close and serve clients - all under your brand.

Explore our branding options

Digital First, Human Led

Our proprietary financial planning solution was designed from the ground up to be different than traditional solutions.

Utilizing the latest AI technology and CERTIFIED FINANCIAL PLANNER® professionals, we deliver a turnkey wealth management experience.

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Actionable, step-by-step plan

We generate highly personalized, clear step-by-step financial plans, designed to work within a client’s lifestyle.

Our plans focus on the issues most important to clients, such as cash flow, expenses, home affordability, retirement, education savings, taxes and more.

See a Sample Plan

For Illustrative Purposes Only

Ongoing support with a dedicated CFP® professional

Each client is assigned a dedicated CERTIFIED FINANCIAL PLANNER® professional, who provides ongoing support.

Our solution include annual investment reviews, plan updates, coaching sessions and unlimited email and chat support.

Tiers of Service

Three levels of service to meet needs of clients at different stages of their financial journey.

Essential

$3,200

Annually

Best for

Young professionals, couples merging finances, and those starting their financial journey.

What you get

Interactive financial plan with detailed action items
Full cash flow analysis and spending plan
Investment strategy aligned with your goals
Retirement planning and projections
2 coaching sessions with your dedicated CFP® professional
Unlimited email support

Strategic

Features

Built to enable RIAs to generate revenue from leads they currently don’t monetize.

Shareable views

Get real-time access to our partner portal and shareable views to easily track clients progress.

Portfolio recommendations

Financial plans include recommendations consistent with your firm’s investment and planning philosophy.

Security

All client data is securely stored in our dedicated cloud infrastructure, utilizing two factor authentication.

Privacy

All client information is maintained to ensure client privacy, and is used solely for the purpose of generating financial plans.

Meet our financial advisors

Our team of experts can help you deliver world class financial plans to your clients.

Adrianna Adams

CFP® professional

Emily Barbe

CFP® professional

Christine Damico

CFP® professional

Alicija Dearth

CFP® professional

Tyson Fuller

CFP® professional

Michael LaCivita

CFP® professional

Kevin Cavanaugh

CFP® professional

Laura Ryan

CFP® professional

David Jackson

CFP® professional

Matthew Forney

CFP® professional

Chelsea Hodl

CFP® professional

Countless delighted clients

Hear from clients who have experienced Domain’s financial planning services.

Joanna

Adrianna is kind, she got the big picture and she was efficient in her questions that were relevant provided feedback guidance and took her time to answer all my questions. Her feedback was helpful. G...

Erin

My husband and I were incredibly pleased with the plan that Brian created. It felt like he really listened to our short versus long-term goals and accounted for nuances and how we wanted to structure ...

Jeff

Katy Song was exactly who my wife and I were looking for. She's a fee-only financial advisor that was able to create a detailed plan for us that gave us peace of mind as we embarked on purchasing our ...

Aaron

Adrianna did a fantastic job and went into great detail on what exactly I need to do to achieve my goals, and even highlighted different scenarios. I will be recommending Adrianna and Domain Money to ...

Kristin

Adrianna helped us with significant analysis on our financials but also approached our conversation in a way that made it not 'scary'. She's a kind person and was flexible + personable in her approach...

Carrie

Katy is a rockstar, down to earth financial planner. She worked with us before our first child was born in getting organized and streamlined with our big picture finances. With her guidance, in less t...

Chelsea

We had really great and enjoyable conversations that led to a valuable and actionable plan we feel ownership of.

Tyler

Adrianna is a pleasure to work with and produced high quality information with an actionable one page summary.

KB

Brian was encouraging, thorough, and understanding of my specific situation.

Eric

Working with Katy was an excellent experience. We dug into our savings, expenses, college planning and retirement planning. She was very straight forward and unbiased in her assessment and advice. We ...

Tyrese

Great communication. Easy to work with. Super informative.

Anthony

Katy provided really excellent advice, which she took the time carefully to explain. She was very responsive to our questions, and gave us the tools to feel more confident about our strategy moving fo...

Millicent

Katy helped my husband and I get clarity on our financial situation by facilitating meaningful discusses that helped us set realistic goals. I am forever grateful to her for her straight talk. Highly ...

Aaron

Domain Money is exactly what I was looking for! Adrianna went above and beyond what I was expecting. She gave me a detailed view of my current financial situation, a clear path forward to reach my goa...

Suraya

We are new to personal finance and only just now in a position to even think about saving and investing. Katy offered packages that were perfect for where we are in our personal finance journey. She h...

Eli

Katy is an incredible financial resource, even for people that are already financially savvy. We’ve worked with Katy for years- she helped develop a framework and plan for saving and investing that he...

Alexander

I was in the market for financial advice. You'd think as a 30-something millennial I'd have my X together, but alas no. I saw an ad and was intrigued to learn more. The whole process seemed so put tog...

Nicole

Katy is an easy person to talk to, realistic about specific lifestyle needs, and crafty to find unique ways to save money, get out of debt, and is very thorough and organized about ways to curb spendi...

Maeve

I have had an excellent experience working with Katy Song! She has been our sage voice of financial reason since 2014. Katy is incredibly knowledgeable and professional. We have completely appreciated...

Marcella

I had procrastinated for a long time to take care of my finances and have solid plan, mainly because of lack of deep knowledge and the thought that it would take way too much time. I am so glad I talk...

Aaron

We worked with Katy at Domain Money and highly recommend working with her. She spends time analyzing our finances and produces an easy to implement strategy based off our goals. She is super approacha...

Jacob

Katy is tremendous. She's changed the way we think about finances, budgeting, saving and spending. And she's a joy to work with. Don't know what we would do without her!

Brianna

We have worked with Katy for several years and value the original plan she developed, as well as all of the fine-tuning over the years. Katy is the best!

Zach

Adrianna was super knowledgeable, supportive, and helpful. Domain Money's onboarding process is straightforward and effective. While I'm in the early stages of following the plan they've developed for...

Edmund

We've had a fantastic experience with Katy Song. She helped us with a detailed and deep analysis of our finances in a way that remained actionable and easy to understand. She is incredibly responsive,...

Sarah

We have been working with Katy for about 5 years now and it has been the absolute best decision we've ever made. It was incredibly helpful to see all of our finances presented in her report and when s...

These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials. Some of the testimonials may be shortened for length only and not to distort or improve the overall testimoniy. Profile images are for representational purposes only and do not depict actual client images. Testimonials were selected to highlight the diversity of our CERTIFIED FINANCIAL PLANNER® professionals and not based on client experience, investment performance, or any rating.

Our financial planning and wealth management solutions are prepared with a fiduciary duty to provide clients with the best possible advice to meet their goals.

We are so confident your clients will love our solution, we offer a 100% satisfaction money back guarantee. See our Terms & Conditions.

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FAQs

Our fully outsourced financial planning solution empowers RIAs to grow their business, while giving clients a solution purpose built for needs of this client segment.

How are your financial plans prepared?

We use a combination of proprietary AI financial planning tools and advisors to parse, analyze and generate our plans. Each plan is thoroughly reviewed by a CERTIFIED FINANCIAL PLANNER® professional for accuracy and completeness.

How do your plans differ from Right Capital, eMoney or MoneyGuide Pro?

Domain’s plans are purpose built to meet the needs of clients who are high earners, but have not yet accumulated meaningful assets. Rather than 60 pages of analysis that focuses on asset management, our plans present clear actionable steps to clients; addressing the issues most relevant to them, such as cash flow, savings. retirement planning, home affordability, taxes and more.

Who are your advisors?

Each of our advisors is a CERTIFIED FINANCIAL PLANNER® professional with on average 10 years of experience. Our advisors have industry leading experience from firms such as Morgan Stanley, Citigroup and Fidelity.

How do you handle compliance?

We work with both state and SEC registered RIAs, creating a sub-advisory agreement with our partners to provide financial planning services to their clients. Domain provides language to our partners to amend their ADV, disclosing this arrangement which is reflected in the client agreement.

Do your advisors interact with my clients?

Yes. Our advisors are client facing and deliver financial planning solutions directly to your clients.

What are the fees for this service?

Domain offers three (3) tiers of service ranging in price from $3,200 - $7,800 charged annually to clients. Partners keep 30% of the annual fees and Domain keep 70% of the annual fees. There are no set-up fees and no minimums required.

What if I want to take over serving a client at some point in the future?

Partners always maintain ownership of their clients. Domain is simply a service provider. Domain provides client transition support and ongoing client and advisor access to our technology platform.

What quality assurance do you provide?

We offer a 100 % satisfaction money back guarantee on all our financial plans. See our Terms & Conditions.