Financial Planning as it Should Be

Facet Wealth's unbiased financial planning covers everything that has to do with money -- benefit selections, major purchase decisions, your investments and more -- so you'll know you're making the right decisions for every facet of life.

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We’re one of the fastest-growing financial services companies, as seen in:

Why Choose Facet Wealth?

We’ve built financial planning for all that you are.

For Your Entire Life (Not Just Your Investments)

Because every life decision has financial impacts, we advise on everything your money touches, like major purchases, benefit selections, your investments and more--plus, we go even further to help you execute your plan.

The Highest Level of Financial Planning

Our virtual service is accessible from anywhere and around your schedule. You'll meet with your own CFP professional (the highest certification possible) and they’ll never sell you products or earn commissions.

Affordable, Fixed Fees With No Surprises

Our fixed fees are based on your needs--whether you invest money with us or not--and won’t increase as your money grows, which makes a big difference over time.

How We Can Help

Your financial life is impacted by much more than the market. Unplanned and planned changes are a part of life, so your CFP Professional at Facet Wealth will work with you on an ongoing basis to create the best possible outcomes.

Life Milestones

  • Getting married or having children
  • Separation or divorce
  • Healthcare or medical expenses
  • Inheritance or a death in the family
  • Buying or renting a home
  • Elder care planning

Career Changes

  • A new job, raise or career change
  • Employee stock plan questions
  • Starting a business
  • Benefit selection

Investments & Taxes

  • Investment management and optimization
  • Retirement account management
  • Market and tax law changes
  • Tax planning questions

Retirement Planning

  • Distribution strategies
  • Generational transfers and charitable giving
  • Navigating Social Security
  • Healthcare planning

How We Work With You

Take a look at what it’s like to work with Facet.

Meet your CFP Professional at Facet

You’ll work virtually one-on-one with your CERTIFIED FINANCIAL PLANNERTM professional--the highest possible certification--and go into detail about your full financial life story to surface what matters most to you.

Build a Plan and Put it Into Action

You’ll work with your CFP professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.

Nurture Your Plan

Since your financial plan needs to keep evolving based on what’s changing in the world and in your life, we meet with you quarterly (on average). Your CFP professional is also available to you when questions arise.

Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.

We’re one of the fastest-growing financial services companies

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Client Satisfaction Rate

Clients in All 50 States

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CFP Professionals

How We’re Different

At Facet, we never earn commissions, so our success is only measured in terms of your satisfaction and financial security. We achieve this through personalized financial advocacy that’s changing expectations, industry-wide. Here’s how we set ourselves apart:

Traditional Financial Advisor


What am I actually getting?
What am I actually getting?
Personalized, jargon-free advice for everything money impacts in your life + help executing your plan
Usually a 30-60+ page report that mostly focuses on your investments
A “robot” or algorithm, that manages your investments; sometimes can ask a person one-off questions for an additional fee
What are the minimum assets required?
What are the minimum assets required?
Typically $100K or more
How is my planner qualified?
How is my planner qualified?
Always a CFP professional (the highest possible certification) and fiduciary
Titles are unregulated and misleading - not always a CFP professional
No, or limited access to, a financial planner
How will we meet?
How will we meet?
Four meetings/year (on average) accessed from anywhere, on your schedule
Typically one or two meetings/year, usually in-person, during business hours
No--or only ad hoc--meetings
How will technology be used?
How will technology be used?
Easy-to-use platform with key info in one place
Technology is usually not a central part of the service
Technology is typically the only service offered
How will my fees be calculated?
How will my fees be calculated?
One fixed fee based on your needs
Varies; typically a % of what you invest, plus fees. Cost increases as your money grows.
A % of what you invest, plus fees. Cost increases as your money grows.

What Facet Clients Are Saying

These testimonials were provided by current clients of Facet Wealth, Inc. The clients were not compensated, nor are there 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.

Grow Your Knowledge

We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.

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See for yourself why we’re one of the fastest-growing financial services companies.