# Communitas Financial Planning PBC

> Communitas Financial Planning PBC is a state-registered investment advisory firm in San Francisco, CA, registered since 2011, with no regulatory assets under management reported in its Form ADV filing dated March 23, 2026.

- CRD: 157708
- Filed as: COMMUNITAS FINANCIAL PLANNING PBC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157708
- AdvisorCensus page: https://advisorcensus.com/firm/communitas-financial-planning-pbc-san-francisco-ca-157708

## Quick answers

**How is Communitas Financial Planning PBC compensated?**
On its Form ADV (Item 5.E, October 2026), Communitas Financial Planning PBC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Communitas Financial Planning PBC located?**
Communitas Financial Planning PBC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Communitas Financial Planning PBC registered with the SEC or a state?**
Communitas Financial Planning PBC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 157708.

**Does Communitas Financial Planning PBC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/157708

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2011 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, IL, MN, OH, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [communitasfinancial.com](https://communitasfinancial.com)
- [yourmoneyandyourlife.com](https://yourmoneyandyourlife.com)
- LinkedIn @JFRAZIN
- X @COMMUNITASFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Communitas Financial Planning PBC (CRD 157708): Form ADV filing data as of October 2026.