Domain Money today announced it has added Hazel, the artificial intelligence platform built by Altruist for financial advisors and wealth managers, to its technology stack across its team of CERTIFIED FINANCIAL PLANNER® professionals. The integration is designed to reduce administrative burden and give CFP® professionals more time for high-value planning work, reinforcing the client-first standards that have helped Domain Money maintain a 90+ NPS rating and a 4.8-star Trustpilot rating among members.

Domain Money limits the number of clients each CFP® professional works with, a standard designed to preserve the depth and personalization of its planning process as the company scales. By automating administrative work, Hazel is intended to help CFP® professionals use their time more effectively and continue to stay focused on their clients.

“Our commitment to client-first standards only works if our advisors have the bandwidth to bring their full attention to every client. Hazel protects that bandwidth by automating administrative tasks, so our CFP® professionals can stay focused on building plans that can meaningfully change outcomes for members,” said Adam Dell, CEO and Founder of Domain Money.

“Every tool we adopt has to answer one question: does this help our CFP® professionals serve members better,” said Adrianna Adams, CFP®, Head of Financial Planning at Domain Money. “Hazel does that by enabling our advisors to continue to prioritize planning depth and put clients first.”

“We’re excited about what Hazel can do for forward-thinking and growth-minded advisory firms, like Domain Money,” said Ken Vincent, Head of Business at Hazel. “Hazel is built to support advisors by streamlining the work around the client relationship so they can focus on what matters most.”

About Domain Money

Domain Money is a flat-fee, all-in-one wealth management firm built to make expert financial guidance accessible without asset minimums or AUM fees. Its team of expert CFP® professionals provides complete support across tax planning and personal tax filing, 0% AUM wealth management, estate planning support, retirement planning, and equity compensation, giving members a single place to plan for their full financial picture. Learn more at domainmoney.com.

Domain Money Advisors, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply any level of skill or training. Client satisfaction ratings referenced in this release, including NPS and Trustpilot scores, reflect member feedback as of the date of this release and are not a guarantee of future client experience or outcomes. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. For important disclosures, please see domainmoney.com/legal.

1Hazel is an artificial intelligence tool offered through Altruist Corp (“Altruist”). Outputs generated by Hazel are for informational purposes only and should not be relied upon as legal, compliance, financial, tax, or investment advice. Hazel’s capabilities are evolving and may be subject to limitations based on data input, user configuration, and system permissions. Altruist does not guarantee the accuracy or completeness of Hazel’s outputs.

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