James Frazin is a CFP-designated registered investment advisor at Communitas Financial Planning Pbc, based in Oakland, CA, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Communitas Financial Planning PBC does not directly manage investments. Instead, they recommend third-party investment managers. If you use a third-party manager, you'll pay an annual fee based on the amount they manage, typically ranging from 1.00% to 1.80% of your portfolio. Communitas may receive up to 1.00 percentage point of that total fee. The exact fee will be in your agreement with the third-party manager and Communitas.
Location
Oakland, CA
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Regulatory History (1)
Criminal
July 1969Employment History
Current Registrations
Communitas Financial Planning Pbc
Previous Registrations
First Affirmative Financial Network LLC
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.