An affordable membership that includes investment advice, all for a flat fee

No matter where you are at in your journey, a Facet membership means getting financial planning and investment advice backed by a team of experts that can help you make important decisions about everything your money touches. Get answers to your questions about, investments, taxes, retirement and so much more today.

Take our free Financial Wellness Quiz below or book an introductory call with a Facet expert today. 

OR
Call us at 1-888-321-5909

Free Quiz: Check your Financial Wellness Score today.

Takes less than 5 minutes.

Unlock insights about your financial health. 

Facet’s unbiased financial planning covers everything that has to do with money so you’ll know you’re making the right decisions for every facet of life.

*We’re one of the fastest-growing financial services companies.

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*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here. https://incmagazine.zendesk.com/hc/en-us/articles/360000101666-What-are-the-eligibility-criteria-for-the-Inc-5000