Hi, We’re Commas

We are a financial advisory that provides fee-only service to the EveryInvestor: those who might not fit the standards set by traditional high-net-worth advisories but still deserve personalized financial guidance to meet their goals. We offer services with no account minimums, working with our clients at every step of the process and empowering them to create, plan, and achieve their desired money goals.

Our Story

We all don’t have millions of dollars—but we all have goals.

Commas was created as an alternative to the high standards set by traditional financial advisories. We started Commas because the firms we were working at were unable to assist people like our own family members—whom we all agreed could benefit from the types of financial advice we were giving out.

We set out to create a new kind of financial advisory firm: one with no asset minimums, that charges a monthly fee, and could serve fiduciary advice to people like our moms and dads (i.e., the overwhelming majority of the population).

We found exceptional financial advisors who shared our philosophy, teamed up with a great partner in Truepoint Wealth Counsel, and Commas was born. We all have goals. And at Commas, we believe you deserve the fiduciary advice it takes to achieve those goals.

Our Values

We Are:

  • Encouraging: 0% Judgment
  • Trustworthy: Certified, Not Stuffy
  • Purposeful: Fee-only for All
  • Approachable: We Wear Jeans

Ready to start the conversation?