We handle the hard stuff, so you can live your best life.
Our membership is designed to provide you with valuable financial advice and services that will empower you to reach new heights.
Book a free intro session with Facet
LAST CHANCE offer for a $550 kick-start!* Get $300 into your brokerage account if you invest & maintain $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. Expires Dec 31, 2024.
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*See Terms and Conditions and active promotions. Not available for Foundations members.
Honestly, how are you doing with your money?
You can find out in under 4 minutes. Your Financial Wellness Score will unlock insights into what you’re doing right and what could still be better.
** Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.
How a Facet memberships work.
Our flat-fee model means no commissions.
Support from a team of CFP® professionals and experts.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers that complement your financial outcomes.