Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Financial Plan Fee:$600 - $6,000
Hourly Rate:$300/hr

Financial planning and investment consultation services are offered on an hourly basis at $300 per hour. Fixed fees range from $600 to $6,000, depending on complexity. Ongoing financial planning consists of an initial set-up fee ranging between $600 and $4,500 and an ongoing monthly fee of $100-$1,000. Asset-based fees range from 1.00% to 1.80% of assets managed by a third-party investment manager, with Communitas receiving up to 1.00 percentage point of the total fee rate. For accounts under $25,000, a financial planning fee of up to one hour ($300) may be charged to set up the account.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment ManagementSocially Responsible Investing
Loading...

Advisor Information

Office location

Oakland, CA

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
July 1969
Final Disposition
Employment History
Current Registrations
Communitas Financial Planning Pbc
October 2011 - Present · 14 yrs 3 mos
Previous Registrations
First Affirmative Financial Network LLC
May 2003 - January 2012 · 8 yrs 8 mos
State Registrations6 states
CAILMNNYOHOR
Advisor
Exams
No exam information available for this advisor.