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Posted on 10/12/2023 by Adrián Lazarte in with 0 Comments

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Why Fee-Only?

Fee-only means we do not accept commissions, revenue sharing or other third-party payments. Our only compensation comes from clients.

Being fee-only reduces the possibility of giving conflicted advice to clients.The investment world, with its long history of conflicts of interest and investor exploitation, needs to change to put its clients’ interests before its own. That is, all financial professionals should act as fiduciaries. We see the fee-only approach as one strategy for helping make that happen.

Our Mission

We are committed to helping clients achieve their progressive, sustainable, and socially responsible goals through financial planning and investment advice.

We are not only experienced fiduciaries and fee-only financial planners—but friends of the environment and advocates for social justice. And we are wholly dedicated to savvy, practical financial advice.

We partner with working, middle class and LGBT families and individuals, cultural workers, helping professionals, scientists, engineers, small business owners, and political activists. We equip individuals with the tools, knowledge, and strategies to achieve their personal financial goals while making a positive impact on the world.

Contact Us

San Francisco
Communitas Financial Planning
POB 78261
San Francisco, CA 94107
415-337-4566 phone

Site & Photo credits

Services

Fee-only Financial Planning
Socially Responsible Investing
Business & Non-profit Retirement Plans

Resources

Common Questions
About Us

Our Associations

Communitas Financial Planning Inc. is an independent registered investment advisor offering advisory services in the States of California and Illinois, and other jurisdictions where exempted. IARD #157708.

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