Congratulations on taking your first step to financial wellness!
Please check your email and accept the calendar invitation to secure your meeting with Facet.
Are you doing the right things with your money?
Eliminate the guesswork. Get objective, flat-fee financial planning and a custom roadmap built to help you make the right money decisions.
Flat-fee memberships
Your personalized roadmap
For all facets of your life
Are you doing the right things with your money?
Eliminate the guesswork. Get objective, flat-fee financial planning and a custom roadmap built to help you make the right money decisions.
Flat-fee memberships
Your personalized roadmap
For all facets of your life
Facet was ranked Best Financial Advisory Firm 2026 by USA Today!
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Financial planning.
Facet member Neha wanted help getting organized.
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.
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 |
As featured in
Calculate your net worth.
Curious about your overall finances? You may be in better shape than you think!
Your Assets
Cash
Includes readily available funds like checking accounts.
Investments
Includes assets like savings accounts, stocks, bonds, and mutual funds.
Real Estate
Properties you own, such as your home or investment properties.
Personal Property
Valuable personal belongings like vehicles, jewelry, or art.
Your Liabilities
Loans & Mortgages
Debts owed, including home loans and other borrowed funds.
Credit Cards & Other Debt
Balances on credit cards and other outstanding debts.
Detailed Breakdown
| Category | Amount |
|---|
Trustpilot rating: 4.7/5 stars
USA TODAY: Best Financial Advisory Firm 2026
Assets under management
Nerdwallet: 4.7/5 stars
Newsweek: America’s Top Financial Advisory Firms 2025
BBB: A+ rating
Members
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