# Jim Frazin

> Jim Frazin is a fee-only financial advisor at Communitas Financial Planning PBC in San Francisco, California, who holds the CFP credential. Jim charges hourly fees and a percentage of assets and focuses on sustainable & impact investing.

Page: https://find.wellspent.co/advisors/jim-frazin/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Communitas Financial Planning PBC
- **Based in:** San Francisco, California
- **Fee model:** Hourly; Percentage of assets
- **Credentials:** CFP
- **Specialties:** Sustainable & impact investing
- **CRD:** 4660444 (https://adviserinfo.sec.gov/individual/summary/4660444)
- **SEC registration:** Investment adviser representative in CA, IL, MN, OH, OR
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://communitasfinancial.com

## Frequently asked questions

### Is Jim Frazin a fee-only financial advisor?

Yes. Jim Frazin is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jim's firm.

### How does Jim charge for financial advice?

Jim charges hourly fees and a percentage of assets.

### Where is Jim Frazin based?

Jim Frazin is based in San Francisco, California.

### What does Jim specialize in?

Jim's specialties include sustainable & impact investing.

### What credentials does Jim Frazin hold?

Jim Frazin holds the CFP credential.

### Is Jim Frazin registered with the SEC?

Yes. Jim Frazin is registered as an investment adviser representative in CA, IL, MN, OH and OR (CRD 4660444), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How do I contact Jim Frazin?

Through Jim's website, communitasfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jim-frazin-10102): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.communitasfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.