Commas is founded as RhineVest, providing fee-only financial advice with no account minimums. The name comes from the Cincinnati neighborhood of Over-the-Rhine.
Truepoint Wealth Counsel acquires RhineVest, creating one company and unified team to serve individuals wherever they are in their financial journey.
RhineVest officially becomes Commas! The new name and brand speaks to how commas are used to prioritize and list the things we want our money to do for us: retirement, education, giving, homes, bucket-list vacations…you name it.
Commas expands to a new space in Over-the-Rhine, providing the opportunity for clients to meet in downtown Cincinnati or at the Truepoint headquarters in Blue Ash. Additionally, clients can also opt to meet virtually.
The growing Commas team now includes five full-time advisors with two fully remote team members in Pennsylvania and North Carolina.
Your best interest, our priority.
At Commas, we are a fee-only fiduciary. This means that we are required to act in the best
interest of our clients, we don’t have any hidden fees, and we don’t sell any products.. You can trust that the advice you receive is for the betterment of you, not your advisor.
Talk to a Commas advisor
and find out if our services
are the right fit for you!
Meet again to talk about your goals and your vision for the future. Then we’ll unpack any existing financial accounts so we can start crafting your financial plan.
- Emergency Fund
Talk with your advisor to walk through your financial plan and our recommendations for how you can meet your goals.
Meet with your advisor to move lump sum amounts, set up monthly savings, and finalize your plan.
Check in with your advisor to go over your insurance and estate needs.
Plan to meet with your advisor at least annually to check in and make any necessary changes to your financial plan.
1.00% per year*
*If your investment portfolio with Commas is over $500,000, we waive the monthly fee
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Client Satisfaction Score
“I have really appreciated all the support and help. [My advisor’s] timeliness, professionalism, and approachability have helped me feel confident and informed in my financial decisions while still being early in my career.”
All scores based on input from 124 completed surveys from 709 invitations in 07/2023. These testimonials were provided by current clients of Commas. These clients were not compensated for these testimonials. No materials of conflicts exist since these clients were not compensated nor do they recieve any other benefit for providing this content.