Co-Missions Financial Planning

Overview

Co-Missions Financial Planning is a small, independent RIA that focuses on fee-based financial planning and discretionary portfolio management for individual and family clients, with additional services for small businesses and institutional clients. The firm acts as a capital allocator, combining direct equity exposures with third‑party managers to access strategies the advisers cannot run in-house. Service offerings include selection of outside advisers and educational seminars, and the firm employs a mix of fee structures — percentage of AUM, hourly work, and fixed fees — which suits both ongoing portfolio relationships and project-based planning engagements. Investment behavior is equity‑centric: the firm’s reported asset base is concentrated in exchange‑traded equities, and it identifies as an active ESG investor. That suggests core portfolios are built around ETFs and individual stocks with an overlay of ESG preferences, while alternatives and private manager allocations are used selectively to complement public markets exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices