Communitas Financial Planning Inc.

Communitas Financial Planning Inc. (CRD# 157708) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, NY, OR, TX

Financial Advisors at Communitas Financial Planning Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Ian B. McLeod
CRD#: 4608041
870 Market Street, Suite 754, San Francisco, CA 94102
96
Wealthminder
score

Ian McLeod (CRD# 4608041) is an Investment Advisor Representative working at Communitas Financial Planning Inc. in San Francisco, CA and has over 12 years of experience in the finance industry. Ian McLeod has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ana McPhail
CRD#: 6208070
870 Market Street, Suite 754, San Francisco, CA 94102
89
Wealthminder
score

Ana McPhail (CRD# 6208070) is an Investment Advisor Representative working at Communitas Financial Planning Inc. in San Francisco, CA and has over 3 years of experience in the finance industry.

3
James A. Frazin
CRD#: 4660444
870 Market Street, Suite 754, San Francisco, CA 94102
70
Wealthminder
score

James Frazin (CRD# 4660444) is an Investment Advisor Representative working at Communitas Financial Planning Inc. in San Francisco, CA and has 1 year of experience in the finance industry. James Frazin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.