Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Domain Money Advisers offers financial planning services for a fixed annual fee, with three plan levels: Essentials ($3,200 year 1, $1,800 annually), Strategic ($4,500 year 1, $2,500 annually), and Comprehensive ($7,800 year 1, $4,500 annually). Additional assistance outside the scope of the plans is billed hourly at $500/hour, assessed in 30-minute increments. A 10% deposit is required to initiate services, and ad-hoc coaching sessions require 100% upfront payment.
Areas of Practice
Advisor Information
Office location
2099 Gaither Road, Suite 110, Rockville, MD, 20850
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Erin owns rental property, performing maintenance and collecting rents, dedicating minimal time. She also works as a paraplanner for Obsidian Planning Solutions, spending nearly full-time hours preparing financial planning reports and occasionally trading securities.