Welcome to
your Facet membership.

Enrich your life beyond expectation.

How it works.

With Facet, you get your own CFP® professional and a team of financial experts across investments, taxes, benefits, and more. You’ll always know how you’re progressing towards the outcomes you want to achieve.

Seize opportunities. Maximize outcomes.

Trusted partners

Our flat fee model ensures we’re objective. We’re also fiduciaries who don’t make commissions.

Get more, keep more

Financial advice for everything money touches. And we don’t charge you more as your investments grow.

Teams of experts

1x1 support from a CFP® professional, backed by a team of experts across taxes, investments, and more.

Investing included

Cost-effective investing to assess tradeoffs, minimize fees, and maximize your long-term wealth.

Seamless tech

Secure, industry-leading technology to manage and organize your entire financial life in one place.

Curated offers

Exclusive partner offers like insurance and refinancing that complement your financial outcomes.

“My [Facet] advisor has been a godsend and has changed our lives. Our stress level has decreased, our confidence level in our plan has increased and we are having fun planning our future. All this at an annual cost much lower than what I was paying at the other [investment] firm.”

Tom W  |  Milford, Michigan

*Learn more about our community supporters.

Objective investment advice, and so much more.

Most advisors charge you a percentage of how much you invest. So they’re incentivized to get you to invest more money; not to prioritize your entire life. When you make more, you pay more.

With Facet, our flat fee isn't tied to your investments. So we're incentivized to do what's best for you in all facets of life. When you make more, you keep more.

Your money after all their fees.

Your money with our flat fee membership.

What's the Facet difference?

With the money you save on traditional
financial planning fees, you can

"The fee structure is probably the other biggest thing that sent me to Facet and it's made me very happy with Facet. It puts us at an equal footing with anybody else. It's not about how much money I have managed by Facet. It's about us as a client…and as we grow our finances, the attention we get is not gonna change. We're still a client paying for our Facet services with a fee structure that supports us as just a couple, not as a set of assets."

Sarah & Michael D  |  Raleigh, NC

*Learn more about our community supporters.

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.