Jordan Patrick, CFP® Commas

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About Jordan Patrick, CFP®

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

Commas is 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.

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Ideal Clients

  • Established Professionals
  • Family Financial Planning
  • Gen Y/Millennials
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $65+/mo
  • Assets Under Management: 0.80%

SEC Records

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