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an intense community spirit; the feeling of great social equality, solidarity, and togetherness.

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Posted on 01/04/2014 by Jim Frazin in with 0 Comments

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Fee-only means we do not accept commissions, revenue sharing or other third-party payments. Our only compensation comes from clients.

Being fee-only reduces the possibility of giving conflicted advice to clients.The investment world, with its long history of conflicts of interest and investor exploitation, needs to change to put its clients’ interests before its own. That is, all financial professionals should act as fiduciaries. We see the fee-only approach as one strategy for helping make that happen.

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Communitas Financial Planning Inc. is an independent registered investment advisor offering advisory services in the States of California and Illinois, and other jurisdictions where exempted. IARD #157708.