SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Domain Money Advisors, LLC
New York, NY
CRD 316434
Firm filing updated September 22, 2026 ·
- $43.3MAssets
- 182Clients
- 14Advisory staff
- 372Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)Yes
- Percentage of assets under managementNo
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals167
- High net worth individuals15
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 167 | $15.5 million |
| High net worth individuals | 15 | $27.8 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$43.3 million
- Accounts372
- DiscretionaryAll accounts
People
- Employees39
- Advisory staff14
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients1,476
Advisors
11 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 316434, SEC file 801-122828.
- Registered with the SEC as an investment advisor (status date on record: December 7, 2021).
Is Domain Money Advisors, LLC a fiduciary?
Short answer: Domain Money Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.