Thank you for your interest in Facet Wealth.

Your Client Success Manager will be reaching out shortly to schedule your no-obligation introductory call. 

Here, you work with the same CFP® Professional—consistently & virtually

The Facet Financial Planner you are matched with will take time to get to know you as a person, and over time will develop a deep understanding of your needs, goals, and dreams.

Through this foundational work, they can create your individually tailored Facet Financial Life Plan. We don’t believe in charging fees based on assets under management or hiding behind commissions. Those kinds of pay structures are a barrier to financial planning for a lot of people.

You will receive individually tailored financial plans developed using your goals.

We believe in transparency and simplicity, so your customized Facet Financial Life Plan will be easy to understand and unlike anything you’ve ever seen before. You’ll continue to meet with your planner to assess your goals, and as they change, your plan will adapt to help you meet them. 

Why people work with Facet

 FacetRobo AdvisorTraditional Financial Planner
Dedicated CFP® Professional   
Financial planners not incentivized to sell   
Fees based on services clients use   
Do not charge based on AUM   
Easy access to advisors, including after business hours   
360° financial plans   
Empowering tech platform to help achieve goals   
Demystify and simplify financial planning process   
Subscription based service models   
Low cost investment portfolios   
Customer service with someone you know, not a call center   
Ability to work with your financial advisor from anywhere   

Why people work with Facet

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 Robo Advisor

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Traditional Financial Planner

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Traditional Financial Planner

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 Facet Wealth

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Why Does Facet Exist?

We believe
  • that the next generation financial services company will help people who need it the most:
    Americans who don’t have access to high quality financial planning and advice at a price point that makes sense.
  • that the industry is changing; and with it, clients are expecting more while others are being left behind.
  • that the future of financial advice is transparent and simple, and focused on your goals, not your assets.
  • that we can build a company with dedicated experts, supported by great technology, to deliver a world-class client experienced focused on one thing: you. And that’s exactly what we’re doing.
  • We are Facet Wealth – where financial planning goes beyond dollars and cents – we want to celebrate, strategize, and commiserate with you about every facet of your life.