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Disclosure for Awards and Ratings

Facet was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals and an AUM development analysis over the short and long term. Self-recommendations were prohibited, and no compensation was provided for the ranking.

As of October 7, 2025; Facet has a 4.6 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. Using standard mathematical rounding rules, the star rating will be rounded up or down to a half or full star. Facet’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren’t allowed to offer incentives or pay to hide reviews and Facet has not made any payments in offer or receipt of any reviews.

Facet has been Accredited with the Better Business Bureau® since June 2025, and as of October 2025, holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. The BBB Rating takes into consideration the following: type of business, time in business, complaint history, transparency in business practices and more. Each of these categories are assigned a range of points to be added or deducted to a total score. That score is totaled and assigned a letter grade of A-F based on 100 points equaling A+.While payment is required for businesses to be a member of the BBB, no compensation was provided for the rating.

In 2024, Facet was ranked 961 on Inc. 5000 list of America’s fastest-growing private companies based on a three year revenue growth rate. An entry fee was collected by Inc. 500 for their vetting of the submitted information.

Plant-A Insights Group and Newsweek partnered to identify America’s Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. The initial criteria included Firms with more than $20 Million Assets under management, at least 3 wealth advisors, more than 5 clients and at least 2 years registered. Those remaining firms were scored based on the following factors: asset performance, client performance, adviser expertise and client ratio, breadth of service offerings and conflicts of interest. These rankings prepared by Plant-A reflect an editorial content and no compensation was provided by Facet in connection with America’s Top Financial Advisory Firms 2025.

Time Magazine’s, Time Stamped reviewed seven of the most popular firms offering financial advisory services in 2024, assessing factors including available services, fees, implemented tax efficiency strategies, customer service reputation, total assets under management, and more. They then chose advisor services for specific categories of client need and benefit. Their list is not comprehensive or exhaustive, and available services and fees may change at any time. No compensation has been provided in connection with the Best Financial Advisors 2024.

© Facet Wealth 2025. All rights reserved. Facet Wealth, Inc. is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance. Facet shall not be liable for any loss or damage resulting from any delay in effecting instructions or transactions. Facet reserves the right to modify these terms and conditions or terminate this offer at any time. Other terms and conditions, or eligibility criteria, may apply.