Questions?

410-657-3257
info@facetwealth.com

1820 Lancaster St
Baltimore, MD 21231

A Dedicated CFP® Professional Leading Your Team

As a Facet client, you work with a dedicated team, led by a CFP® Professional. We believe in the power of building a long-term relationship that goes way beyond money, and we utilize the best people supported by innovative and proprietary technology to do it.

Facet’s Full Financial Planning

  • Managing your portfolio
  • A dedicated CFP® professional relationship
  • A comprehensive full financial life plan
  • Plans for personalized goals and objectives
  • Objective advice, priced as a flat fee (not based on your assets)
  • Transparent and simple dashboards and plans
VS

Asset Management

  • Managing your portfolio
  • A dedicated CFP® professional relationship
  • A comprehensive full financial life plan
  • Plans for personalized goals and objectives
  • Objective advice, priced as a flat fee (not based on your assets)
  • Transparent and simple dashboards and plans

Transparent Fees

Objective Advice and a Flat Fee

We charge a flat annual fee, tailored to you and the services that we are providing. We don’t get compensated based on your assets or investment products. Our objectives are aligned with yours: so everything that we advise is in your best interests.

Transparency and Simplicity

Our goal is to make your goals achievable, and the first step is understanding how to get there. We’ve redesigned financial planning from the ground up, so that you can understand exactly what we’re recommending and why.

How Facet Delivers

Full financial life management at an affordable price

Join Our Team

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

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Questions? Contact us

410-657-3257
info@facetwealth.com

Solutions for Advisors

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

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