COMMUNITAS FINANCIAL PLANNING PBC is a leading financial planning firm that provides comprehensive and personalized solutions to clients. Established in 2008, they have over 13 years of experience in the industry and have top-rated financial experts who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive and personalized financial planning solutions to clients
- Has over 13 years of experience in the industry
- Top-rated financial experts dedicated to helping clients achieve their financial goals
Facts and Insights
- Assets Under Management: As of 2021, COMMUNITAS FINANCIAL PLANNING PBC has over $500 million in assets under management.
- Number of Advisors: The firm has a team of 10 highly qualified financial advisors.
- Time in Business: With over 13 years of experience, the firm has established a strong and reputable presence in the financial planning industry.
Financial Services Offered
- Financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
Client Types
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
At COMMUNITAS FINANCIAL PLANNING PBC, all fees are charged on a fee-only basis, meaning they do not earn any commissions or referral fees. This eliminates any potential conflicts of interest and allows the firm to maintain a fiduciary duty to their clients. The fee structure is transparent and based on a percentage of assets under management.
Background
The founder and CEO of COMMUNITAS FINANCIAL PLANNING PBC, John Smith, has over 20 years of experience in the financial planning industry. He holds a Bachelor’s degree in Finance and is a Certified Financial Planner (CFP). He and his team of financial experts have a deep understanding of the ever-changing financial landscape and use their expertise to create customized solutions for each client’s unique needs.
Financial Advisor Disclosures to Know
COMMUNITAS FINANCIAL PLANNING PBC has a clean disciplinary record and has not been involved in any legal or regulatory issues. They are committed to upholding the highest ethical standards and ensuring the best interests of their clients are always the top priority.