Member Referral Program

Terms & Conditions

This offer is valid for any new or existing Facet Wealth, Inc. (“Facet’) member who signs up through a customized Facet referral link by 9/30/2023.

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 member must use a valid custom Referral Rock referral link in order to be eligible for the benefit of the program. 
  • The member will receive the benefit of the program if the person who was referred signs up to become a paying members of Facet and signs up for an annual, non-refundable membership. 
  • The Facet member making the referral will receive the benefit of a $100 Amazon gift card. 
  • The referred person understands that the Facet member 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 member to the person who may receive the offer. 
  • Members may receive a benefit for up to 6 new referred clients per calendar year. 

Disclosure

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.

© Facet Wealth 2023. 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.

Frequently asked questions
View all
[email protected]   |   (443) 376-6222   |   Media Inquiries: [email protected]
100 International Drive, 23rd Floor, Baltimore, MD 21202
© Facet Wealth, Inc. ("Facet") 2023

© Facet Wealth 2023. All rights reserved.
Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. ("Facet"). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

Endorsements were provided by promoters or influencers who were not clients of Facet when initially engaged. Individuals were compensated by Facet Wealth, Inc. ("Facet") and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.