KS

Kenneth Santos Silva-Ballard

9 Years of Experience

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

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.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInvestment ManagementFinancial Planning & CoachingSocially Responsible Investing
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Advisor Information

Office location

Lebanon, CT

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Regulatory History (1)
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Criminal
August 2009
Final Disposition
Other Business Activities

Kenneth 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.

Employment History
Current Registrations
Communitas Financial Planning Pbc
June 2025 - Present · 7 mos
First Affirmative Financial Network LLC
January 2024 - Present · 2 yrs
Previous Registrations
Summit Financial, LLC
May 2022 - March 2023 · 10 mos
Sri Investing
January 2018 - July 2022 · 4 yrs 6 mos
Cambridge Investment Research Advisors, INC.
May 2017 - December 2017 · 7 mos
Cambridge Investment Research, INC.Broker
March 2015 - December 2017 · 2 yrs 9 mos
State Registrations6 states
CACTILNYOHOR
Advisor
Exams
No exam information available for this advisor.
Kenneth Santos Silva-ballard - Financial Advisor | AdvisorDiscover