One membership that gives you all-access to an expert financial advisor who can help you with everything money touches.
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Unbiased, personalized, and affordable financial advice for every facet of life is essential to living well. That’s why Facet covers everything money touches – like buying a home, having a baby, planning for retirement and so much more.
You can find out in under 4 minutes. Your free financial wellness score will unlock insights into what you’re doing right and what could still be better.
Built for everything money touches – family, career, investments, retirement and everything in between.
Get unbiased financial advice from a CERTIFIED FINANCIAL PLANNER® professional and expert team.
Experience a flat fee membership — no product sales, commissions, or surprises.
At Facet, our technology is at the heart of your membership experience. You have up-to-date access to your financial data and direct access to financial experts across investments, taxes, benefits, and more.
Check out why our members and thought leaders choose Facet.
Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. Endorsements were provided by promoters or influencers who were not clients of Facet when initially engaged. Individuals were compensated by Facet , which may have included free or discounted planning services. Endorsements and testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
Isha
Complete trust in planner = peace of mind
Tyler
Support + guidance to reach self-fulfillment
Antonio & Gimez
Affordable expert guidance from a CFP® professional
Brad & Cat
Membership fee based on need + holistic approach
Jordan & Marissa
Direct access to experts
“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something.”
Antonio & Gimez
Rego Park, NY
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[email protected] | (443) 376-6222 | Media Inquiries: [email protected]
Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.
Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.
Endorsements were provided by promoters or influencers and those individuals were compensated by Facet Wealth, Inc. (“Facet”) and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.
9 Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply