How it works.
With Facet, you work with a 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.
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.
Cost-effective investing to assess tradeoffs, minimize fees, and maximize your long-term wealth.
Secure, industry-leading technology to manage and organize your entire financial life in one place.
Exclusive partner offers like insurance and refinancing that complement your financial outcomes.
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.