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Financial planning for every facet of your life.

Try Facet worry-free with our 30-day Money Back Guarantee.*

*In order to be eligible for a refund, member must complete onboarding, uploading all necessary documents within 7 days and attend their first planning meeting. Within 30 days, member must cancel and request a refund through their dashboard. Post the initial 30 day money back guarantee, all Facet memberships are non-refundable for the remainder of the annual subscription period. This excludes any estate planning expenses associated with our service delivered through our partner wealth.com. No other expenses or market losses will be waived or reimbursed under this guarantee. This guarantee may be subject to change. Click here for full terms and conditions for details.

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** Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.

Build a brighter financial future.

Whether your goal is traveling the world, buying a home, or retiring early, Facet can help make your dreams a reality with our affordable memberships and unbiased approach to planning.

Honestly, how are you doing with your money?

You can find out in under 4 minutes. Your free financial wellness score will unlock insights into what you’re doing right and where you can improve. (And of course, we’re here to help.)

Find your financial calm.

Built for everything money touches—family, career, investments, retirement, and everything in between.

Get unbiased financial advice from a team of CERTIFIED FINANCIAL PLANNER^™ professionals and experts.

Choose from one of our flat-fee memberships—no product sales, commissions, or surprises.

Personalized financial planning powered by technology.

At Facet, our technology is at the heart of your membership experience. You have up-to-date access to your financial data and direct access to financial experts across investments, taxes, benefits, and more.

Facet is a community.

Check out why our members and thought leaders choose Facet.

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no 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.

Isha
Complete trust in planner = peace of mind

Tyler
Support + guidance to reach self-fulfillment

Antonio & Gimez
Affordable expert guidance from a CFP® professional

Brad & Cat
Membership fee based on need + holistic approach

Jordan & Marissa
Direct access to experts

“The combination of the tech platform that Facet provides and our planner has been great. It’s been great to be able to have a visual representation of all of our assets and our investments, and then having an individual there to ask questions if we don’t understand something.”

Antonio & Gimez

Rego Park, NY

Testimonial was provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonial. This testimonial may not be representative of the experiences of other clients, and does not provide a guarantee of future performance success or similar services.

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