Updated September 5, 2026. Quick answer: Domain Money’s own current pricing page and its own Form CRS disagree on price. The live pricing page, read today, lists Essential at $3,900 year one then $2,900 to renew, Strategic at $5,200 then $4,200, and Comprehensive at $9,000 then $8,000. Its Form CRS, dated February 27, 2026, lists lower figures at every tier: $3,200/$1,800, $4,500/$2,500, and $7,800/$4,500, consistent with a price increase sometime after that filing. There’s no investment-management fee and CFP access at every tier. Its CRS also discloses a 2022 Massachusetts securities regulator censure and a $5,000 fine for a late filing.
Domain Money at a glance
| Fact | What the company’s own pages say |
|---|---|
| Essential (live pricing page, today) | $3,900 year 1, renews at $2,900 |
| Strategic (live pricing page, today) | $5,200 year 1, renews at $4,200 |
| Comprehensive (live pricing page, today) | $9,000 year 1, renews at $8,000 |
| Same three tiers, per its Form CRS dated February 27, 2026 | $3,200/$1,800; $4,500/$2,500; $7,800/$4,500 |
| Investment management fee | 0%; a small custodian fee (0.10 to 0.12%) may apply only if using its Altruist integration |
| Registration | SEC-registered investment adviser (CRD 316434); disclosed a Massachusetts censure and $5,000 fine, August 22, 2022, for a late notice filing |
Two prices, one company
Every tier on Domain Money’s live pricing page today costs more than the same tier’s figure in its own Form CRS dated February 27, 2026. That’s consistent with a mid-year price increase rather than an error, but it means neither document alone tells you what you’ll actually pay if you sign up later: confirm the current number on Domain Money’s own site before you commit, rather than trusting either figure quoted here as permanent.
What its CRS discloses
Domain Money’s Form CRS names a 2022 disciplinary matter directly: a Massachusetts securities-division censure and a $5,000 fine for a late notice filing, along with agreed additional conditions. It also discloses that its financial professionals receive stock options in Domain Money’s parent company, an equity incentive the filing itself flags as a potential conflict of interest.
You have read our assessment of Domain Money. Here is the one we are paid to refer you to.
Stated outright because it is the only honest framing next to a form: the service below is our partner, not Domain Money, and we are paid when you submit it. Comparing both is reasonable. It is free to you, and it is not the only way to find an adviser.
Before you start, what actually happens. The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
The Kapitalwise form opens here. You stay on this page.
What happens when you press the button
It asks about nine questions, age, investable assets, location, then your name, email and phone number, and verifies the phone by text. Nothing loads and nothing reaches Kapitalwise until you press the button.
Before you sign up, five minutes of your own verification
- Read the figures above against the company’s own current pricing page; prices in this category change without much notice.
- If it’s an investment adviser, look it up free on the SEC’s Investment Adviser Public Disclosure site and read its Form ADV Part 2A fee section and any disclosure events.
- Ask directly how the person or advisor you’d actually work with is compensated, not just the headline company fee.
- Run any percentage fee through the Financial Advisor Fee Calculator and the Fee Drag Calculator to see the dollar cost over time, not just the rate.
- Bring our questions to ask a financial advisor to the first call.
Bottom line
A flat, no-AUM-fee structure with a genuinely disclosed disciplinary history; treat any price quoted here as a snapshot and get Domain Money’s current figure in writing before signing, since its own two primary documents didn’t agree this session.
Sources
- Domain Money pricing page: https://www.domainmoney.com/pricing
- Domain Money Form CRS: https://domainmoney.com/assets/library/form-crs
- SEC IAPD firm summary, Domain Money Advisers LLC: https://adviserinfo.sec.gov/firm/summary/316434
Methodology. This page was materially reviewed on September 5, 2026. Figures came directly from the company’s own current pricing pages, Form CRS, or Form ADV brochures where noted, with sources linked inline; any figure we could not independently confirm this session is named as such above rather than presented as verified.
Independent analysis based on the reviewed company’s own published pages, pricing, and SEC filings where applicable, cited inline with the date we read them. We have not used any of these services as a client. Nothing here is personalized financial, tax, or legal advice. Companies did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.