Planning a prosperous financial life demands individual attention.
Here you’ll 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 & virtually
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.
They create your individually tailored financial plans.
Your advisor gets to know you as a person, and gains a deep understanding of your needs, your goals and your dreams. From there, we create your individually tailored financial plan.
Why people work with 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
Why people work with Facet
Dedicated CFP® Professional
Facet Wealth
Robo Advisor Traditional Financial PlannerFinancial planners not incentivized to sell
Facet Wealth
Robo Advisor
Traditional Financial Planner
Fees based on services clients use
Facet Wealth
Robo Advisor
Traditional Financial Planner
Do not charge based on AUM
Facet Wealth
Robo Advisor
Traditional Financial Planner
Easy access to advisors, including after business hours
Facet Wealth
Robo Advisor
Traditional Financial Planner
360° financial plans
Facet Wealth
Robo Advisor
Traditional Financial Planner
Empowering tech platform to help achieve goals
Facet Wealth
Robo Advisor
Traditional Financial Planner
Demystify and simplify financial planning process
Facet Wealth
Robo Advisor
Traditional Financial Planner
Subscription based service models
Facet Wealth
Robo Advisor
Traditional Financial Planner
Low cost investment portfolios
Facet Wealth
Robo Advisor
Traditional Financial Planner
Customer service with someone you know, not a call center
Facet Wealth
Robo Advisor
Traditional Financial Planner
Ability to work with your financial advisor from anywhere
Facet Wealth
Robo Advisor
Traditional Financial Planner
Why Does Facet Exist?
-
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.