Domain Money Launches Membership Model to Deliver Financial Planning and Guidance to American Investors

New pricing model meets ongoing client needs, provides continuous support via subscription

NEW YORK--(BUSINESS WIRE)--Domain Money (“Domain”), a flat-fee financial planning platform, today announces the launch of an annual membership model to meet growing demand for ongoing financial guidance. In addition to providing one-time financial plans, the company now offers three membership tiers—Essential, Strategic and Comprehensive—providing continuous support, annual plan updates and one-on-one coaching.

Domain Money was founded in 2021 to make high-quality financial guidance more accessible to Americans, and help individuals take control of their financial futures with confidence. The firm's purpose built artificial intelligence (AI) platform empowers its advisors to craft personalized plans by analyzing documents, conducting in-depth assessments of client financials creating customer profiles to ensure all relevant information is collected and reviewed.

As more individuals seek financial planning that adapts to life changes, market shifts, and evolving priorities, Domain Money’s new model provides comprehensive support. With three membership options, the firm continues to offer flexible pricing for all investors while delivering professional guidance on goal tracking, investment and equity compensation, tax planning and implementation support:

• Essential Membership – Designed for individuals building a strong financial foundation. Includes two coaching sessions, a written financial plan with actionable steps, an annual plan update and investment recommendations.
• Strategic Membership – Ideal for professionals managing increasing wealth and financial complexity. Includes three coaching sessions, equity compensation and tax planning and a customized investment strategy.
• Comprehensive Membership – Tailored for high-net-worth individuals, business owners, and families with advanced financial needs. Includes four coaching sessions, estate planning guidance, real estate analysis and in-depth tax and investment strategies.

“Financial planning isn’t one-size-fits-all. While our one-time flat-fee plans meet the needs of some clients, most want ongoing guidance as their financial lives evolve and become more complex,” said Adam Dell, founder and CEO of Domain Money. “Our new annual membership model expands access to expert financial planning, providing continuous support to help clients navigate life’s financial decisions with confidence.”

The new membership model follows a period of significant growth for Domain Money. Earlier this year, the firm expanded its team with the addition of five seasoned CFP® professionals—Alicija Dearth, CFP®, Christine Damico, CFP®, Michael LaCivita, CFP®, Tyson Fuller, CFP® and Emily Barbe, CFP®– enhancing its ability to deliver personalized financial guidance.

To learn more about Domain Money, visit domainmoney.com. For more information on Domain Money’s range of planning offerings for consumers, visit domainmoney.com/pricing.

You can book a free strategy session with a qualified CFP® at domainmoney.com/free-consultation.

About Domain Money

Founded in 2021 by Adam Dell, former Head of Product at Marcus by Goldman Sachs, and led by the product team behind Marcus and Clarity Money. Domain connects Americans with CERTIFIED FINANCIAL PLANNERS™ who provide personalized financial planning at an affordable flat rate.

Domain Money Advisors, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. For important disclosures, please see https://domainmoney.com/legal.