Chelsea Ann Hodl
Investment adviser representative at Domain Money Advisors, LLC
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$43.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Domain Money Advisors, LLCSep 2025 to now
- Synergy FgFeb 2021 to Sep 2025
- UnemployedJul 2020 to Feb 2021
- Juetten Personal Financial Planning, LLCOct 2016 to Jun 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (CA, NY, TX, WA).
Domain Money Advisors, LLC
$43.3MAssets managed
182Clients
19Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6723013
- Firm CRD
- 316434