Introducing a revolutionary new service
Serve smaller account clients, without firm resources.
A white-label financial planning solution to monetize small account leads that fall below your investment minimums.
Smaller account clients will become accumulators, be there when they do.
A white-label, outsourced wealth management solution purpose built to serve clients who fall below the investment minimums of RIAs, enabling them to serve clients until they become accumulators.
Increase revenue, not workload
Serve more clients and increase your revenue, without increasing your workload or headcount.
Your clients, your brand
Delivered entirely as a white label service. You always maintain ownership of your clients and brand.
More time to focus on growth
Dedicate more time and resources to growing your business, without constraints due to headcount.
Our Wealth Management Solution
Our wealth management solution is purpose built for mass affluent clients, providing clear actionable steps, focusing on topics such as expenses, cash flow, equity compensation, taxes, investments and retirement.
Actionable steps
Our financial plans are highly personalized for each client providing, specific actionable steps to help clients reach their goals.
Clearly presented
Our plans are easy to understand and give clients clarity about the right next steps to achieve their financial goals.
Sample Plan
Backed up by data
Our financial plans are generated by analyzing a client's entire financial life, encompassing everything from bank statements and W-2s to tax obligations and equity compensation. This comprehensive assessment provides a holistic understanding of a client's unique financial situation.
Sample Financial Model
How it works
Utilizing our proprietary AI technology and a team of expert advisors,
we provide a turn key financial planning and wealth management solution for your clients.
Your Brand, Our Team
Our expert advisors become part of your team, serving clients on your behalf. Each one of our advisors has at least 10 years of experience as a financial advisor.
Understanding Client's Goals and Finances
Focusing on what matters most, digitally on-board clients to get a clear picture of their goals and priorities.
Clients securely upload their documents ensuring a complete picture of their financial life.
Highly Personalized Solutions
Utilizing our proprietary technology, we generate a highly personalized financial plan.
Each financial plan is prepared by one of our CFP® professionals, focusing on the areas most important to the client.
Holistic Wealth Management
Clients get a financial plan and a wealth management solution, providing holistic client support.
We provide annual support, including investment management, plan updates and up to four advisor meetings per year.
Features
Shareable views
Get real-time access to a client’s portal and shareable views to easily track progress.
Portfolio recommendations
Financial plans include investment recommendations tied to your firm’s custodial relationship.
Security
All clients’ 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 client plans.
FAQs
Our fully outsourced wealth management solution empowers advisors to expand their business, while giving clients that highest quality wealth management solution, purpose built for mass affluent clients.
Why choose Domain?
Domain enables RIAs to serve smaller account clients with no additional headcount or administrative burden. Now you can monetize leads that fall below your investment minimums, without impacting your firm's resources. Tap into a recurring revenue stream and let Domain serve these leads, all under your brand.
How are your financial plans prepared?
We use a combination of proprietary AI tools, as well as humans to parse, analyze and prepare our plans. Each plan is thoroughly reviewed by a CFP® professional for accuracy and completeness.
How many financial plans have you prepared?
We've generated over 1,000 financial plans for clients.
Who are your advisors?
Each of our advisors is a CFP® with on average 10 years of experience. Our advisors have industry leading experience from firms such as Morgan Stanley, Citigroup and Fidelity.
How do your plans differ from Right Capital, eMoney or MoneyGuide Pro?
Our plans are purpose built for mass affluent clients. Rather than 60 pages of analysis, our plans present clear actionable steps to clients, based on their unique goals and circumstances.
How do you handle the compliance aspects of your offering?
We have a standard white-label partnership agreement, and offer language you can use to amend your ADV to adequately disclose the arrangement to your clients.
Do your advisors interact with my clients?
Our advisors are available to deliver wealth management solutions directly to your clients on your behalf.
What are the fees for this service?
We offer three tiers of service, priced for clients at $3,500, $4,500 and $7,800 annually. Domain takes 60% of the annual revenue generated in exchange for serving these clients on your behalf.
What if I want to take over serving a client at some point in the future?
These clients are always owned by your firm. If you wish to take over serving a client that option is always available to your firm.
What quality assurance do you provide?
We offer a 100% satisfaction money back guarantee on all our financial plans.
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're so confident you'll love Domain Financial Services, we offer a 100% satisfaction guarantee on each one of our plans.
Over 1,000 clients love our wealth management solution
Hear from clients who have experienced wealth management by Domain Financial 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. Profile photos are for representation purposes only and not actual clients photos.
Meet our financial advisors
Our team of experts can help you deliver world class financial plans to your clients.
"Honestly, I was blown away."
— Rachael Millanta, Nov 8, 2023
