Domain Money Advisors LLC

Item 5 – Fees and Compensation
Method of Compensation and Fee Schedule

We offer our Initial Engagements on a fixed fee basis and are then renewed on an annual basis as described
below:
The Essentials Plan is billed at $3,900 for Year 1 and is renewed annually for $2,900.
The Strategic Plan is billed at $5,200 for Year 1 and is renewed annually for $4,200.
The Comprehensive Plan is billed at $9,000 for Year 1 and is renewed annually for $8,000. ​

Clients who require any additional assistance or further services outside the scope of the noted engagements
may be billed separately and those services will be charged on an hourly basis or based on an agreed upon
fixed fee. The firm’s current hourly rate is $500, assessed in 30-minute increments, and a partial increment
will be treated as a whole (i.e. 15 minutes will be billed for 30). ​

For all of our engagements, the Services and the fees will be detailed in your invoice, via electronic
communication, and/or via the Adviser’s App or Website. The Adviser believes our fees are reasonable in
light of the services to be provided, as well as the experience and expertise of the assigned CFPⓇ. Such fees
may be negotiable; we may discount such fees from time to time; comparable services may be provided
elsewhere and potentially for a lower fee.

In addition to the Adviser’s fees, clients may be charged platform fees and trading-related costs imposed by
the custodian, Altruist. These charges are determined solely by Altruist and may be passed through to the
client. The Adviser has no control over, and does not receive these fees. A full description of these fees can
be found in the client agreement signed directly with Altruist. ​

Client Payment of Fees
Clients will be charged directly for our services using the credit card they used when they paid their deposit,

whether the engagement involves hourly or fixed fee assessments. We will not withdraw fees from a Client
investment or bank account for our services.
​
Charged Prepayment of Client Fees

Advance Payment for Certain Services. The Adviser requires an initial deposit of 10% to initiate its Initial
Engagement services which is applied to the final engagement assessment. For ad-hoc a la carte coaching
sessions, the payment will be 100% upfront.

Termination of Services

Either you or we may terminate the agreement at any time, which is required to be in writing. Termination
of services is effective upon receipt of the notice. Should you verbally notify us of the termination and, if in
two business days following this notification we have not received your notice in writing, we will make a
written notice of the termination in our records and send you our own termination notice as a substitute.

If you choose to terminate services following the execution of the agreement, you will be billed for any time
expended in providing you with our services, along with any reasonable out-of-pocket (itemized) expenses
that may have incurred on your behalf. In this situation you will be billed on an hourly basis at the Adviser’s
current rate. In the case of prepaid fees, we will promptly return any unearned amount upon receipt of a
written termination notice, unless those pre-paid fees are related to the Domain+ membership. Domain+
membership fees are not refundable once paid except for the first year and within the first 90 days from sign
up.

External Compensation for the Sale of Securities to Clients

We are engaged for fee-only financial planning and investment consultation services, and we attempt to
recommend “no load” investments whenever appropriate. We will not be paid a commission on your
purchase of an insurance contract or securities investment that we may recommend.

We do not receive “trailer” or SEC Rule 12b-1 fees from an investment company offering that we may
recommend. Fees charged by issuers of these types of investments are detailed in their prospectus or
product description and you are encouraged to read these documents before investing. Our firm and its
associates receive none of these described or similar fees or charges.

You will always have the option to purchase a recommended investment vehicle or insurance policy through
a service provider of your choice.

White Labeled Platform As A Service

For services provided under white-labeled or sub-advisory arrangements with other registered investment
advisers (“Partner Firms”), Domain Money receives compensation directly from the Partner Firm pursuant
to a written sub-advisory or service agreement. Fees may be structured as fixed retainers or per-plan fees
and are paid by the Partner Firm — not by the Partner Firm’s clients.

The Partner Firm determines and collects fees from its clients in accordance with its own advisory

agreements and disclosures. Domain Money does not bill, invoice, or receive payment directly from those
clients.

All fees paid to Domain Money by Partner Firms are fully disclosed to those firms and are independent of the
fees those firms charge their clients.

Domain Money does not receive commissions or other transaction-based compensation in connection with its
sub-advisory services.

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Item 7 – Types of Clients

For Financial Planning, the Adviser serves individuals and their families to assist them in meeting their
financial objectives. The Adviser’s ability to provide our service and advice depends on access to important
information.

Accordingly, you are expected to provide us with an adequate level of information and supporting
documentation throughout the term of the engagement, including but not limited to source of funds, income
levels, your (or your legal agent’s) authority to act on behalf of the account, among other information. This
helps us determine the appropriateness of our financial planning or investment strategy for you and your
account.

It is very important that you keep us up to date on significant changes that may call for an update to your
financial and investment plans. Events such as job changes, early retirement, marriage or divorce, or the
purchase or sale of a home or business can have a tremendous impact on your circumstances and needs. If
we are aware of such events, we can make the adjustments needed to your plan or advice in order to keep
you on track toward your goals.

We do not require minimum income levels, minimum level of assets, or other conditions for our services.
We reserve the right to waive or reduce certain fees based on unique individual circumstances, special
arrangements, pre-existing relationships, or as otherwise may be determined by a Domain Money principal.
We also reserve the right to decline services to any prospective client for any reason.​
​
Generally, the Adviser only provides investment advice to Clients who are, as applicable, U.S. citizens, or
lawful residents of the U.S. who have a social security number or individual taxpayer identification number,
are located in the U.S., have a valid U.S. residential mailing address, and maintain a U.S. banking account.