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 management, risk management, retirement planning, tax planning, and estate planning. They utilize third-party investment managers specializing in socially responsible investing (SRI).

Fee Structure

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementSocially Responsible Investing
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Location

DE, United States

3 Advisors at this firm

Communitas Financial Planning Pbc | TrueAdvisor