509 S. Exeter Street, Ste. 202
Baltimore, MD 21202

Planning a prosperous financial life demands individual attention.

At Facet our clients work with a dedicated CFP® Professional, who is trustworthy, insightful and proactive. We take time to match you with the right CFP® Professional and don’t pass you from person to person.

Here, you always work with one CFP® Professional consistently. He or she really takes time to get to know you as a person which helps them gain a deep understanding of your needs, your goals and your dreams.

From there, they can create your individually tailored financial 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.

We charge a transparent, flat fee so people know
what they are getting from us.

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Why people work with Facet

  Facet Robo Advisor Traditional 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 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.

We believe that the industry is changing; and with it, clients are expecting more while others are being left behind.

We believe that the future of financial advice is transparent and simple, and focused on your goals, not your assets.

We know 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.

Solutions for Advisors

Facet works with advisors to grow practices, enhance service and plan responsible transitions.

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Contact Us

Financial Advisors

Media Inquiries / 610-228-2125

Join Our Team

Facet is disrupting the wealth management industry. Check out our job opportunities!

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