Don't leave your finances up to chance...

You work too hard to have an uncertainty when it comes to your finances. 

Facet tackles the uncertainty you are feeling and replaces it with unwavering confidence. And the best part… a Facet membership not only gives you access to unbiased, personalized, and affordable financial advice for everything your money touches, but it could ALSO pay for itself.**

Book an intro call with Facet today to learn more. 

Book an introductory call with Facet

Limited time $550 kick-start offer!* Get $300 into your brokerage account if you invest & maintain $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. Expires Oct 31, 2024.

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**Based on a study conducted by Facet in May of 2024. A complete data set was reviewed for core recommendations made for each of Facet’s service levels. That data showed that the majority of Members achieved value greater than their planning fee. This value was shown to reoccur on an annual basis. Assumptions included average expenses and fees, using retirement tax savings, portfolio expenses, debt refinance, tax loss harvesting, and potential insurance premium savings as value drivers using Facet’s investment services, and discounting value to align with the acceptance of Facet recommendations. Facet has tiered pricing packages based on the individual service needs of the member. Investment management is included at no additional fee for Core, Plus and Complete Memberships. Investment management is not included as a service in any other financial planning only membership level Facet may offer. This is not a guarantee or prediction of actual results for any member and results may vary by member. Some value like tax loss harvesting may vary year to year.

By submitting this form, you acknowledge that you have directly provided the email and phone number contact information listed, you also acknowledge that Facet has the option to use either method to contact you, and agree to the terms set forth in our Company Privacy Notice. Message frequency varies, and message and data rates may apply. Reply STOP to opt-out of messages, and email [email protected] for help.

*See Terms and Conditions and active promotions. Not available for Foundations members.

We’re one of the fastest-growing financial services companies*, as seen in:

*In 2024, Facet was ranked 961 on Inc. 5000 list of America’s fastest-growing private companies based on a three year revenue growth rate. An entry fee was collected by Inc. 5000 for their vetting of the submitted information.

**Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. Nerdwallet’s independent assessment includes data collection, interviews and testing which results in star ratings from poor (one star) to excellent (five stars). Nerdwallet was not paid for this review however does receive compensation based on referrals.

Honestly, how are you doing with your money?

You can find out in under 4 minutes. Your Financial Wellness Score will unlock insights into what you’re doing right and what could still be better.

Why choose Facet?

We’ve built financial planning for all that you are.

For your entire life (not just your investments)

Because every life decision has financial impacts, we advise on everything your money touches, like major purchases, benefit selections, your investments and more—plus, we go even further to help you execute your plan.

The highest level of financial planning

Our virtual service is accessible from anywhere and around your schedule. You’ll meet with a CFP® professional (the highest certification possible) and they’ll never sell you products or earn commissions.

Affordable, fixed fees with no surprises

Our fixed-fee memberships are based on your needs—whether you invest money with us or not—and won’t increase as your money grows. (Which can make a big difference over time!)

How we work with you.

Take a look at what it’s like to work with Facet.

Meet with a CFP® professional.

You’ll work virtually with a CERTIFIED FINANCIAL PLANNER™ professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.

Build a plan and put it into action.

You’ll work with your CFP Professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.

Nurture your plan.

Since your financial plan needs to keep evolving based on what’s changing in the world and in your life, you’ll meet with a CFP® professional virtually* and can also message a planner any time on your dashboard.

*Meeting frequency varies based on your membership tier.

How we can help.

Your financial life is impacted by much more than the market. Unplanned and planned changes are a part of life, so our team of CFP® professionals will work with you on an ongoing basis to create the best possible outcomes.

 
 

We’re one of the fastest-growing financial services companies.*

Facet members​ helped
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Members in all 50 states

CFP Professionals
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*In 2024, Facet was ranked 961 on Inc. 5000 list of America’s fastest-growing private companies based on a three year revenue growth rate. An entry fee was collected by Inc. 5000 for their vetting of the submitted information.

How we’re different.

At Facet, we never earn commissions, so our success is only measured in terms of your satisfaction and financial security. We achieve this through personalized financial advocacy that’s changing expectations, industry-wide. Here’s how we set ourselves apart:
What am I actually getting?
What are the minimum assets required?
How is my planner qualified?
How will we meet?
How will technology be used?
How will my fees be calculated?
What am I actually getting?
Personalized, jargon-free advice for everything money impacts in your life + help executing your plan
What are the minimum assets required?
$0
How is my planner qualified?
Always a CFP® Professional (the highest possible certification)
How will we meet?
Up to 4 virtual meetings (year 1) and varying sessions based on membership tier (years 2+)
How will technology be used?
Easy-to-use platform with key info in one place
How will my fees be calculated?
One fixed fee based on your needs
Traditional financial advisor
What am I actually getting?
Usually a 30-60+ page report that mostly focuses on your investments
What are the minimum assets required?
Typically $100K or more
How is my planner qualified?
Titles are unregulated and misleading - not always a CFP® Professional
How will we meet?
Typically one or two meetings/year, usually in-person, during business hours
How will technology be used?
Technology is usually not a central part of the service
How will my fees be calculated?
Varies; typically a % of what you invest, plus fees. Cost increases as your money grows
Robo-advisor
What am I actually getting?
A “robot” or algorithm, that manages your investments; sometimes can ask a person one-off questions for an additional fee
What are the minimum assets required?
Varies
How is my planner qualified?
No, or limited access to, a financial planner
How will we meet?
No--or only ad hoc--meetings
How will technology be used?
Technology is typically the only service offered
How will my fees be calculated?
A % of what you invest, plus fees. Cost increases as your money grows

What Facet members are saying.

These testimonials were provided by current member of Facet Wealth, Inc. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other members, and do not provide a guarantee of future performance success or similar services.

Grow your knowledge.

We think financial planning information should answer more of the questions we all have and be less complicated. Learn about how we approach personal finance through our library of free articles that will help you deepen your financial literacy.

Why everyone needs an estate plan

Imagine what would happen if you, or someone you love, gets hurt, sick, or even worse, if there’s an unexpected loss of life? Now imagine how you’ll feel when you know that you’ve put a plan in place to make sure that you, everything you work so hard for, and the people you care about ... Read more

3 Min Read

Investor Newsletter: Fed goes big, hoping to save the economy

Hello and welcome to the latest Facet Investor Newsletter. I’m your Chief Investment Officer, Tom Graff. I want to let everyone know that this is our final Investor Newsletter. But it’s not the end of our market insights. We’re moving that content to our YouTube channel where I’ll provide weekly updates. Additionally, please stay tuned ... Read more

5 Min Read

See for yourself why we’re one of the fastest-growing financial services companies.*

*In 2024, Facet was ranked 961 on Inc. 5000 list of America’s fastest-growing private companies based on a three year revenue growth rate. An entry fee was collected by Inc. 5000 for their vetting of the submitted information.