COMMUNITAS FINANCIAL PLANNING PBC

COMMUNITAS FINANCIAL PLANNING PBC is an SEC-registered investment adviser (CRD 157708).

Registration

• CRD: 157708
• Type: Registered investment adviser
• Phone: 415-337-4566
• Latest filing: 2026-03-23
• Clients: 2

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 157708 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search