How much does Domain Money cost?

Essential is $3,900 in the first year and renews at $2,900. Strategic is $5,200 then $4,200. Comprehensive is $9,000 then $8,000. All three are flat fees with no percentage of assets and no account minimum, and all include investment management at 0 percent AUM.

Why does Domain Money cost more in the first year?

The first year includes building the plan, which is the labour-heavy part: discovery, modelling and the initial strategy. Subsequent years are maintenance and review, so the fee steps down by about $1,000 across every plan. It is stated openly on their pricing page. It does mean the figure quoted in most third-party reviews is the year-one price rather than what you would pay ongoing.

What is the difference between Domain Money and Planned?

Domain Money includes portfolio management and, from the Strategic plan up, tax optimization and estate documents. Planned includes none of those. What Planned does include on the Coach plan, at $1,980 a year flat, is unlimited messaging with a CFP® professional plus a monthly video call, which is more regular human contact than Domain Money's Essential plan offers at a $2,900 renewal, since that plan includes one coaching session a year.

Is one coaching session a year enough?

For some people, genuinely yes. If your situation is stable and what you want is an annual check that you are on track, with a professional managing the portfolio in between, Essential is a reasonable purchase. It is not enough if your questions arrive when life does, which is when most financial decisions actually get made. Compare it against what you would use rather than against what sounds thorough.

An honest comparison

Domain Money pricing, including renewals

Domain Money charges a flat fee with no percentage of assets, from $3,900 in year one. The number most reviews miss is that every plan renews cheaper than it starts. Here are both prices, what each plan includes, and how Planned compares further down the page.

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Domain Money's three plans, year one and renewal

Domain Money has three plans, each billed as a flat fee with no percentage of assets and no account minimum. Every plan costs more in the first year than on renewal, and both figures come from Domain Money's own pricing page. Investment management is included throughout at 0 percent AUM.

FeatureEssentialStrategicComprehensive

Year one

$3,900

$5,200

$9,000

Renews annually at

$2,900

$4,200

$8,000

Dedicated CFP® professional

Coaching sessions a year

Unlimited

Interactive financial plan

Investment management at 0% AUM

Retirement, debt, education and cash flow planning

Tax optimization

Direct indexing

Equity compensation planning

Estate document creation

Concierge support and charitable giving strategy

Essential is the tier to weigh carefully, because one coaching session a year is not an ongoing relationship, it is an annual review with a plan attached. If that is what you want, it is fairly priced at a $2,900 renewal and the included portfolio management does a lot of the work. If you want someone to talk to when a decision actually lands, Strategic's three sessions is the realistic floor, and at $4,200 renewing you should be clear you are also buying tax optimization and estate documents. Comprehensive is for genuinely complicated situations. As with Facet and Range, the question underneath the tiers is whether you are hiring someone to manage assets or to help you build the plan, because only one of those needs to cost four figures.

Domain Money's own pricing changes without notice. Check Domain Money's pricing page before deciding.

Where Domain Money genuinely shines

Domain Money is built around a dedicated CFP® professional and a real, interactive financial plan rather than a document you receive once and file. Investment management is included at 0 percent AUM, there is no account minimum, and cash savings carry a stated 3.5 percent APY. The plans scale sensibly: the middle tier adds tax optimization, direct indexing, equity compensation planning and estate documents, and the top tier makes coaching sessions unlimited. If you want a named planner, a managed portfolio and a plan you can actually interact with, it delivers all three under one predictable fee.

Planned and Domain Money, side by side

FeaturePlannedDomain Money

Fee model

Flat subscription

Flat annual fee, 0% AUM, lower on renewal

Investment management

Included at every plan

Human contact included

Unlimited messaging plus a monthly video call (Coach plan)

1 session a year on Essential, 3 on Strategic, unlimited on Comprehensive

Tax optimization

Strategic and Comprehensive

Estate documents

Strategic and Comprehensive

Personalized financial plan

10-area plan with scored next steps

Interactive financial plan

Financial health score

AI coach grounded in your accounts

Automatic transaction tracking and budgeting

Account minimum

None

Price stability

Same every year

Year one costs $1,000 more than renewal

Price

Coach $199/mo or $1,980/yr; AI from $14.99/mo or $99.99/yr

Essential $3,900 then $2,900/yr; Strategic $5,200 then $4,200; Comprehensive $9,000 then $8,000

Facts verified September 2026. Domain Money's pricing and features change; check their site for current details.

Year one is the headline. The renewal is the real price.

Domain Money's plans cost more in year one than they do afterward: Essential is $3,900 then renews at $2,900, Strategic is $5,200 then $4,200, Comprehensive is $9,000 then $8,000. That front-loading is honest and it is on their own pricing page, but it means the number you see quoted in reviews is usually the higher one. Set against that, Planned's Coach plan is $1,980 a year, flat, the same in year one as in year five, for direct messaging with a CFP® professional plus a monthly video call. What Planned does not do is manage your investments, and that is the fair trade: Domain Money's fee carries a portfolio, Planned's carries a plan and a person. The Essential tier also includes just one coaching session a year, so if the thing you want is regular contact rather than asset management, the comparison is closer than the prices suggest.

Direct messaging, Mon–Fri, under 24-hour responses

Monthly 30-minute video call

Your AI-built plan, reviewed by a human

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What each one costs

Planned

AI plan: $14.99/mo or $99.99/yr with a 7-day free trial on annual. Messaging plan: $49/mo or $480/yr, adding a human financial coach over messaging with replies within 2 business days. Coach plan: $199/mo or $1,980/yr, working 1:1 with a CFP® professional through a monthly 30-minute video call and messaging with replies in under 24 hours Mon–Fri. Both coaching plans include a 30-day money-back guarantee.

Domain Money

Domain Money is $3,900, $5,200 or $9,000 in year one depending on plan, renewing at $2,900, $4,200 and $8,000. There is no account minimum and no percentage-of-assets fee, and investment management is included at every level.

Planned does not manage investments or do tax work. Domain Money includes both, which is a fair part of the price difference.

Common questions

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