Can Facet Wealth Shake up the Financial Planning Industry?
Facet’s model of charging a flat fee based on each client’s needs aligns the interests of clients and planners.
Facet’s model of charging a flat fee based on each client’s needs aligns the interests of clients and planners.
Comparing mutual funds and exchange-traded funds (ETFs).
Insights and resources for the LGBTQ+ community.
How to make webinars more engaging and useful.
How geopolitics will impact the bond market in 2022 and how to position a portfolio for further volatility.
How to make the most of your credit card points and save on shopping, travel, and more.
Financial planner advises parents on how to teach their children healthy money habits.
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Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success.
The information provided herein is for illustrative and educational purposes only and should not be considered a solicitation or an offer to buy or sell securities. Nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.
For additional information, please refer to our Legal Documents Page, our ADV 2A and our Customer Relationship Summary.