FAQs

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.

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.