B Impact Report

Logo for Communitas Financial Planning

Communitas Financial Planning

Investment advising
Certified Since: July, 2012
Location: San Francisco, California, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

81.2

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Communitas Financial Planning is a San Francisco-based fee-only firm offering financial planning, socially responsible investment management and retirement plan services. They work nationally with individuals and families, businesses and non-profit organizations to integrate their political and social values with their financial goals.

Fee-only means that they do not accept commissions, revenue sharing or other third-party payments. Since their compensation comes only from clients, they reduce the potential for giving conflicted advice. Communitas believes that the investment world, with its long history of conflicts of interest, needs to change to align its interests with those of its clients, and they see the fee-only approach as one strategy for helping make that happen.

Communitas Financial Planning is committed to helping clients achieve their progressive, sustainable, and socially responsible goals through financial planning and investment advice. They are not only experienced fiduciaries and fee-only financial planners--but friends of the environment and advocates for social justice. And we are wholly dedicated to savvy, practical financial advice.

Impact Area Scoresinfo_outline

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