Schedule with Facet

Congratulations on taking your first step to financial wellness!

Please check your email and accept the calendar invitation to secure your meeting with Facet.

It’s not too late to start saving for college.

Get objective, flat-fee financial guidance and a custom roadmap built to help you make the right money decisions.

Flat-fee memberships
Objective guidance from CFP® professionals at a simple flat membership fee. No commissions, no surprises.
Our new Path Explorer helps you visualize different paths to your goals, test trade-off decisions, and build a roadmap based on what matters most to you.

More than retirement, your membership covers a full range of planning. From college savings to buying a home to investing for the life you want.

It’s not too late to start saving for college.

Get objective, flat-fee financial guidance and a custom roadmap built to help you make the right money decisions.

Flat-fee memberships
Objective guidance from CFP® professionals at a simple flat membership fee. No commissions, no surprises.
Our new Path Explorer helps you visualize different paths to your goals, test trade-off decisions, and build a roadmap based on what matters most to you.
More than retirement, your membership covers a full range of planning. From college savings to buying a home to investing for the life you want.
USA Today Badge

Facet was ranked Best Financial Advisory Firm 2026 by USA Today!

You asked about:

Saving for education.

Facet members Shelia and Adam are ahead of the curve on college savings.

“We’re always able to constantly check in with each other and our CFP® Alex to say, ‘Hey – what’s our next goal?’ And recalculating goals never seems like a problem.”
Facet Members Shelia and Adam
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.

Be sure you’re making smart choices with your money.

With Facet’s flat-fee membership, you’ll get objective advice you can trust. We’ll create a personalized financial roadmap tailored to all aspects of your life, including education savings.

Secure member dashboard

  • Single place to see all your money info and track progress
  • Earned an “A” rating from SSL Labs for website security
  • Unlimited planner messaging

Personalized financial roadmap

  • Designed just for you to achieve your goals
  • Step-by-step guidance to keep you on track
  • Adjusts as your life changes

Investment management

  • Tax-advantaged accounts (including IRAs and backdoor Roth IRA conversions)
  • Individual, joint, and trust taxable accounts
  • Exchange-traded fund (ETF) portfolios
  • Continuous portfolio monitoring
  • Tax-loss harvesting
  • Employer plan guidance (including 401k, HSA/FSA)

CFP® professional always

  • All CERTIFIED FINANCIAL PLANNER® professionals–the highest financial planning certification
  • Objective advice–no conflicts, no commissions
  • Convenient virtual meetings

Retirement & life planning

  • Goal and income assessment
  • Savings and investment planning
  • Ongoing planning pre and post-retirement

Savings and debt management

  • Cashflow management
  • Short and long-term savings strategies
  • Debt management

Tax-savings strategies

  • Tax-savings strategy built into your roadmap
  • Tax-efficient education savings recommendations

Insurance planning

  • Identify coverage gaps
  • Annual review with recommendations
  • Employer-sponsored insurance support (including health and life)

Education planning

  • Education savings
  • Tuition payment strategy
  • Loan payoff strategies

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:
Facet Traditional Advisor Robo-Advisor
What am I actually getting? Personalized, jargon-free advice for everything money impacts in your life + help executing your plan. Usually a 30-60+ page report that mostly focuses on your investments 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? $0 Varies Varies
How is my planner qualified? Always a CFP® Professional (the highest possible certification) Titles are unregulated and misleading — not always a CFP® professional No, or limited access to, a financial planner
How will we keep in touch? Up to 4 virtual meetings (year 1) and varying sessions based on membership tier (years 2+) Typically one or two meetings/year, usually in-person, during business hours No — or only ad hoc —meetings
How will technology be used? Easy-to-use platform with key info in one place Technology is usually not a central part of the service Technology is typically the only service offered
How will my fees be calculated? One fixed fee based on your needs Varies; typically a % of what you invest, plus fees. Cost increases as your money grows A % of what you invest, plus fees. Cost increases as your money grows

Featured in

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Find out how much you need to save for college.

Our college savings calculator can help you start planning.

Your Child's Information

5 years
4 years
5.5 %
100 %
$
$
6 %
Total projected college tuition cost
$0
Projected Savings:
$0
Your Savings Target:
$0
The College Savings calculator uses a formula that assumes steady contribution amounts and investment returns over the number of years until the child reaches college age. The calculations account for college tuition cost inflation and investment growth over time. College tuition cost estimates are based on national averages for the 2023-2024 academic year. Actual costs will vary by institution and may include tuition, fees, room, board, books, and other expenses. Public in-state costs average around $10,500 per year, public out-of-state around $27,000, and private colleges around $39,000.
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Trustpilot rating: 4.7/5 stars

USA Today

USA TODAY: Best Financial Advisory Firm 2026

AUM $7B+

Assets under management

Nerdwallet Logo

Nerdwallet: 4.7/5 stars

Awards: Newsweek

Newsweek: America’s Top Financial Advisory Firms 2025

Facet BBB Accredited Business

BBB: A+ rating

Awards: 24K+ Members

Members

Facet has a 4.7-star rating with NerdWallet as of October 2025, period considered Aug – Oct. 2025. This review is unpaid, but Nerdwallet receives referral compensation. USA TODAY/Statista included Facet in the list of Best Financial Advisory Firms 2026 based on an independent survey and AUM analysis, as of April 2026. Trustpilot rating as of 2/13/26 (may fluctuate); based on reviews since Jan 2022. BBB A+ Rating as of April 2026, based on reviews, complaints, time in business, etc; this Accreditation does not imply BBB approval/ endorsement. BBB is a paid membership; no compensation was paid for these ratings, rankings, or reviews. More details here.

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