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    Brad Felix

    Director of Innovation, Truepoint Wealth Counsel - Founder, Commas

    Brad Felix is an Operating Partner at Fireroad, a holding company that launches, invests in, and grows companies.1 He is an experienced executive, CFA®️ charterholder, and no-code expert with a passion for modernizing legacy industries using new technology.13 Brad previously founded Commas, a tech-first financial advisory firm, which was sold to Truepoint Wealth Counsel in 2016.1

    At Fireroad, Brad focuses on partnering with business owners to help them scale their companies and "take some chips off the table".1 He has experience in financial modeling and is based in Cincinnati, OH.23 Brad's expertise extends to helping clients understand financial concepts and providing frameworks for better financial decision-making.3

    Brad describes himself as having a "big heart for small towns & small biz" and is interested in AI and no-code technologies.4 He is married to @MrsFixItFelix and is a father of three.4 Recently, Brad mentioned "leaping" into a totally different industry when joining Fireroad, after spending about 14 years in and around the wealth management sector.5

    His professional background includes director positions at Savant Wealth Management and Truepoint Wealth Counsel, showcasing his extensive experience in the financial services industry before joining Fireroad.

    Related Questions

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    Brad Felix
    Brad Felix, photo 1
    Brad Felix, photo 2
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    Location

    Cincinnati, Ohio, United States