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JF
CFP
JF
CFP
James Alan Frazin
Communitas Financial Planning Pbc
22 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Investment Management
Socially Responsible Investing
Communitas Financial Planning Pbc
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment Management
Planning
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Location
Oakland, CA
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Criminal
July 1969
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Communitas Financial Planning Pbc
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
First Affirmative Financial Network LLC
May 2003 - January 2012 · 8 yrs 8 mos
State Registrations
6 states
CA
IL
MN
NY
OH
OR
Advisor
Exams
No exam information available for this advisor.