Embark on your financial journey alongside Jessica!

Our membership is designed to provide you with valuable financial advice and services that will empower you to reach new heights.

Book an introductory call with Facet

LAST CHANCE offer for a $550 kick-start!* Get $300 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 Dec 31, 2024.

Hidden
Hidden
Hidden
Hidden
This field is for validation purposes and should be left unchanged.

Jessica Spangler is not an employee of Facet and she receives compensation and has an incentive to endorse Facet. All opinions are her own and may not express the views of Facet, nor are they a guarantee of a similar outcome.

By submitting this form, you acknowledge that you have directly provided the email and phone number contact information listed, you also acknowledge that Facet has the option to use either method to contact you, and agree to the terms set forth in our Company Privacy Notice. Message frequency varies, and message and data rates may apply. Reply STOP to opt-out of messages, and email [email protected] for help.

*See Terms and Conditions and active promotions. Not available for Foundations members.

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.

**

** 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.

How a Facet memberships work.

With Facet, you get access to a team of CFP® professionals and financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.

Our flat-fee model means no commissions.

Support from a team of CFP® professionals and experts.

Secure, industry-leading technology to manage and organize your entire financial life in one place.

Exclusive partner offers that complement your financial outcomes.

How we’re different.

At Facet, we never earn commissions, so our success is only measured in terms of your satisfaction and financial security. We achieve this through personalized financial advocacy that’s changing expectations, industry-wide. Here’s how we set ourselves apart:
What am I actually getting?
What are the minimum assets required?
How is my planner qualified?
How will we meet?
How will technology be used?
How will my fees be calculated?
What am I actually getting?
Personalized, jargon-free advice for everything money impacts in your life + help executing your plan
What are the minimum assets required?
$0
How is my planner qualified?
Always a CFP® Professional (the highest possible certification)
How will we meet?
Up to 4 virtual meetings (year 1) and varying sessions based on membership tier (years 2+)
How will technology be used?
Easy-to-use platform with key info in one place
How will my fees be calculated?
One fixed fee based on your needs
Traditional financial advisor
What am I actually getting?
Usually a 30-60+ page report that mostly focuses on your investments
What are the minimum assets required?
Typically $100K or more
How is my planner qualified?
Titles are unregulated and misleading - not always a CFP® Professional
How will we meet?
Typically one or two meetings/year, usually in-person, during business hours
How will technology be used?
Technology is usually not a central part of the service
How will my fees be calculated?
Varies; typically a % of what you invest, plus fees. Cost increases as your money grows
Robo-advisor
What am I actually getting?
A “robot” or algorithm, that manages your investments; sometimes can ask a person one-off questions for an additional fee
What are the minimum assets required?
Varies
How is my planner qualified?
No, or limited access to, a financial planner
How will we meet?
No--or only ad hoc--meetings
How will technology be used?
Technology is typically the only service offered
How will my fees be calculated?
A % of what you invest, plus fees. Cost increases as your money grows

What Facet members are saying.

Testimonials were provided by current members of Facet ("Facet Wealth, Inc."). Members 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 members, 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.

Give your 401(k) a boost in 2025

With this news, it seemed like a good time to do a deep dive on 401(k) accounts. With the right plan, contributions, and investment strategies in place, a 401(k) gives you an excellent way to save and invest for the future. And like any kind of investment, you have plenty of options and points to ... Read more

6 Min Read

The Mega Backdoor Roth 401(k): A supercharged retirement strategy

A Mega Backdoor Roth 401(k) is a strategy that can boost your retirement contribution up to $69,000 a year—all through a “backdoor” approach that works around the restrictions of Roth accounts. Instead of contributing directly to a Roth, you can contribute to your 401(k) and then convert it to a Roth 401(k), regardless of your ... Read more

5 Min Read