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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.
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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.