Thank you for your interest in Facet Wealth.

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

You work side by side with your dedicated planner.

Your planner gets to know you as a person which helps them gain a deep understanding of your immediate needs, long-term goals, and dreams. From there, they create your individually tailored financial plan.

You pay a low, flat-fee—we don’t believe in hidden costs.

We don’t believe in charging 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. Our flat-fee pricing is reasonable and transparent.

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

 Facet Wealth

 Robo Advisor

  Traditional Financial Planner

 Facet Wealth

 Robo Advisor

Traditional Financial Planner

 Facet Wealth

 Robo Advisor

Traditional Financial Planner

 Facet Wealth

 Robo Advisor

Traditional Financial Planner

 Facet Wealth

 Robo Advisor

Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

Robo Advisor

 Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

Robo Advisor

 Traditional Financial Planner