Communitas Financial Planning PBC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The fee for this service is $300.00 per hour (effective 3/1/2020).”

Flat or project fee

$600⁠-⁠$6,000

“B) Fixed Fees At our discretion, we may offer our services on a fixed fee basis, generally ranging from $600 to $6,000.”

Monthly fee

$100⁠-⁠$1,000/mo

“C) Ongoing Financial Planning A Holistic Financial Planning consists of an initial set-up fee ranging between $600 and $4,500 and ongoing fee that is paid monthly, in arrears, at the rate of $100.00 - $1,000.00 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Communitas Financial Planning PBC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “You will be billed for the actual time spent by our firm, assessed in 15-minute increments, and a partial increment will be treated as a whole increment.”
• “You will be directly invoiced for our financial planning and investment consulting services, whether the engagement involves hourly or fixed fee assessments.”
• “Fees for these events would typically be a flat-rate amount based on the firm’s hourly fee and/or cost of workshop materials and would be negotiated with the sponsor in advance of the presentation.”

How Communitas Financial Planning PBC’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 14 other planners in Oakland that publish an hourly rate charge less.
• Its flat or project fee of $600-$6,000 spans the California median of $5,000. 38% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 11 other planners in Oakland that publish a flat or project fee charge less.

About Communitas Financial Planning PBC

• Principal: James Frazin
• Firm size: 2 employees.
• Registered as an adviser: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.8% a year

Employees

2

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

157708

Website

twitter.com/communitasfp (opens in new tab)

Phone

(415) 337-4566

Can advise clients in 6 states: California, Connecticut, Illinois, Minnesota, Ohio, Oregon

Other planners in Oakland that publish fees

• Brooker Wealth ManagementOakland$200⁠-⁠$275/hr
• Contango Wealth Management LLCOakland$250⁠-⁠$325/hr, $750⁠-⁠$5,000
• Ella Financial AdvisingOakland$400/hr, $10,000⁠-⁠$30,000
• Gibson Monroe Wealth AdvisorsOakland$5,000⁠-⁠$20,000
• Global Investment CompanyOakland$375/hr
• Greenbook FinancialOakland$500/hr, $4,000⁠-⁠$10,000

Compare all 24 planners in Oakland