Client Referral Program

Terms & Conditions

This offer is valid for any new or existing Facet Wealth, Inc. (“Facet’) client who signs up through a customized Facet referral link by 4/1/2023.

Facet reserves the right to change or modify these terms and conditions at any time without notice and can terminate this offer at any time. Additional terms and conditions, or eligibility criteria may apply.

  • In order to be eligible to receive a benefit from making a referral, the person must be a current, paying client of Facet. 
  • The Facet client must use a valid custom Referral Rock referral link in order to be eligible for the benefit of the program. 
  • The client will receive the benefit of the program if the person who was referred signs up to become a paying client of Facet and signs up for an annual, non-refundable membership. 
  • The Facet client making the referral will receive the benefit of a $100 Amazon gift card. 
  • The referred person understands that the Facet client making the referral is being compensated for the referral by receiving the $100 Amazon gift card. 
  • For the person being referred, if they sign up with Facet for an annual, non-refundable membership they will then receive a $100 Amazon gift card. 
  • The offer is non-transferable and must come directly from a Facet client to the person who may receive the offer. 
  • Clients may receive a benefit for up to 6 new referred clients per calendar year. 


Facet Wealth, Inc. (“Facet”) is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not an offer to sell securities or the solicitation of an offer to purchase securities.

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet.
If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.