Join the group of friends that has a plan for their finances.
Facet memberships are designed to provide you with valuable financial advice and services that will empower you to reach your full potential.
Book an introductory call with Facet
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1-888-321-5909
1-888-321-5909
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*See Terms and Conditions and active promotions. Not available for Foundations members.
See our Disclosures for Endorsements, Testimonials and Social Media.
*See Terms and Conditions and active promotions. Not available for Foundations members.
How a Facet membership works.
With Facet, you get your own CFP® professional and a team of 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 mean no commissions — ever.
1×1 support from a CFP® professional, backed by a team of 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) and fiduciary
How will we meet?
Dedicated check-ins throughout the year, plus real-time connectivity to your Facet planner between meetings
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