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

 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 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.

1 / 5

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

2 / 5

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

3 / 5

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.

4 / 5

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.

5 / 5

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

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.
  • 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.