Jim Frazin
Communitas Financial Planning PBC · San Francisco, California
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.
Request an introduction to Jim →
Specialties
Facts
| Firm | Communitas Financial Planning PBC |
|---|---|
| Based in | San Francisco, California |
| Fee model | Hourly · Percentage of assets |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, IL, MN, OH, OR · CRD 4660444 |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | communitasfinancial.com |
Request an introduction to Jim
Tell Jim a little about what you're looking for. Jim isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jim
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Communitas Financial Planning PBC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.