Communitas Financial Planning Pbc
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Communitas Financial Planning PBC offers financial planning and investment consultation services, including cash flow and debt management, risk management, employee benefits, retirement planning, tax planning strategies, education planning, estate planning, and investment consultation. They also offer retirement plan consultation and management services.
Fee Structure
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
Location
DE, United States