Communitas Financial Planning PBC offers services on an hourly basis at $300/hour, on a fixed fee basis ranging from $600 to $6,000, or through ongoing financial planning with an initial set-up fee between $600 and $4,500 and a monthly fee of $100-$1,000. They also offer asset-based fees through third-party investment managers, generally ranging from 1.00% to 1.80% of assets managed, with Communitas receiving up to 1.00 percentage point of the total fee rate. For accounts under $25,000, they may charge a financial planning fee of up to one hour ($300) to set up the account.
Lebanon, CT
Get directionsKenneth works as an event consultant, providing IT and data aggregation consulting to music event box offices, as well as stage build and art installation budgeting. This activity requires minimal time.