# Communitas Financial Planning

Communitas Financial Planning is a Money Management Firm.

## Overview

- **Organization type:** Money Management Firm
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/jfrazin

## Regulatory record

- **CRD number:** 157708
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/157708

## About

Communitas Financial Planning PBC is a state-registered investment adviser in San Francisco, CA. It has 2 employees and 2 investment advisers. The firm is based in San Francisco.

## Questions

### What does public benefit corporation status mean for clients of Communitas Financial Planning?

As a public benefit corporation, the firm is legally required to pursue a general or specific public benefit in addition to profit. This means the board must consider the impact of decisions on stakeholders beyond shareholders, such as clients and the community. The firm must publish an annual benefit report detailing its social and environmental performance, providing transparency to clients.

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Last updated: 2026-06-03T20:00:00.000Z

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