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October 1-17 2025 Promotion

This offer is valid for new Facet Wealth, Inc. (“Facet”) Members who sign a planning agreement for service with Facet between October 1-17, 2025. New Members will be eligible to receive the following discounts off their annual Facet subscription based upon chosen tier of service:
Service Tier Regular Subscription Discount Amount Total Discounted Annual Fee
Complete $8,700 $1,100 $7,600
Plus $4,300 $700 $3,600
Core $2,600 $500 $2,100
Complete
Regular Subscription $8,700
Discount Amount $1,100
Total Discounted Annual Fee $7,600
Plus
Regular Subscription $4,300
Discount Amount $700
Total Discounted Annual Fee $3,600
Core
Regular Subscription $2,600
Discount Amount $500
Total Discounted Annual Fee $2,100
Renewals will be processed at the total discounted rate annually subject to Facet’s Planning Agreement fee notification terms.

ALL new Annual Members will be eligible to receive:

Facet will waive the initial enrollment fee of $250 for Core, Plus and Complete Members if you select an annual payment for your services. Facet Foundations Memberships are ineligible. All Memberships are non-refundable.

What kind of confirmation of the reward will the member receive?
  • Members will receive a confirmation when the account is established. The reward credit will be displayed in the Facet app on the Contributions tab within the accounts page.
What other details do I need to know?
  • This offer is nontransferable.
  • Facet reserves the right to change or end this promotion at any time.
  • This promotion is not applicable to existing Members renewing service.
  • This offer is not valid for non-U.S. Members.

© 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.