Maximize your financial outcomes with Facet.
It’s never been a better time to explore what a Facet membership could mean for you. No matter where you’re at on your financial journey, a Facet membership can help by offering valuable financial advice and services to help you reach your full potential.
Try Facet worry-free with our 30-day money back guarantee!* Book a FREE intro call to learn more.
LAST CHANCE offer for a $450 kick-start! Get $200 into your brokerage account if you invest & maintain $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. Expires Sept 30, 2024. See Terms and Conditions and active promotions.
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*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.
Honestly, how are you doing with your money?
You can find out in under 4 minutes. Your Financial Wellness Score will unlock insights into what you’re doing right and what could still be better.
We’re one of the fastest-growing financial services companies*, as seen in:
*In 2024, Facet was ranked 961 on Inc. 5000 list of America’s fastest-growing private companies based on a three year revenue growth rate. An entry fee was collected by Inc. 5000 for their vetting of the submitted information.
**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.
Why choose Facet?
For your entire life (not just your investments)
Because every life decision has financial impacts, we advise on everything your money touches, like major purchases, benefit selections, your investments and more—plus, we go even further to help you execute your plan.
The highest level of financial planning
Our virtual service is accessible from anywhere and around your schedule. You’ll meet with a CFP® professional (the highest certification possible) and they’ll never sell you products or earn commissions.
Affordable, fixed fees with no surprises
Our fixed-fee memberships are based on your needs—whether you invest money with us or not—and won’t increase as your money grows. (Which can make a big difference over time!)
How we work with you.
Take a look at what it’s like to work with Facet.
Meet with a CFP® professional.
You’ll work virtually with a CERTIFIED FINANCIAL PLANNER™ professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.
Build a plan and put it into action.
Nurture your plan.
*Meeting frequency varies based on your membership tier.
How we can help.
Your financial life is impacted by much more than the market. Unplanned and planned changes are a part of life, so our team of CFP® professionals will work with you on an ongoing basis to create the best possible outcomes.
Life milestones
- Getting married or having children
- Separation or divorce
- Healthcare or medical expenses
- Inheritance or a death in the family
- Buying or renting a home
- Elder care planning
Career changes
- A new job, raise or career change
- Employee stock plan questions*
- Benefit selection
Investments & Taxes
- Investment management and optimization
- Retirement account management
- Market and tax law changes
- Tax planning questions*
Retirement planning
- Distribution strategies
- Generational transfers and charitable giving
- Navigating Social Security
- Healthcare planning
We’re one of the fastest-growing financial services companies.*
Members in all 50 states
*In 2024, Facet was ranked 961 on Inc. 5000 list of America’s fastest-growing private companies based on a three year revenue growth rate. An entry fee was collected by Inc. 5000 for their vetting of the submitted information.
How we’re different.
What Facet clients are saying.
These testimonials were provided by current clients of Facet Wealth, Inc. The clients were not compensated, nor are there 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.
Grow your knowledge.
We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.
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Investor Newsletter: Murky path for economy drives stocks lower
Hello again and welcome to another edition of the Facet Investor Newsletter. I’m Tom Graff, your Chief Investment Officer. This week we’ll cover a tough week for stocks, highlighted by some disappointing data on the labor market. Is the market worried about an impending recession? And what does it mean for the Federal Reserve’s big ... Read more
Job gains disappoint again in August
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