Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024
Get $300 when you invest & maintain $5,000 or more9 Offer expires April 30, 2024

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Why financial planning, why Facet, why now?

Did you know that Americans who work with a financial planner are 3x happier than those who don’t?* 

Get a sense of where your financial health stacks up by taking Facet’s free Financial Wellness Quiz below or book an introductory call with a Facet expert today to learn more. 

*Source: CNBC

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 April 30, 2024 .

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

*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here

Check your Financial Wellness Score today

Takes less than 5 minutes.

Unlock insights about your financial health. 

Facet’s unbiased financial planning covers everything that has to do with money so you’ll know you’re making the right decisions for every facet of life.

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 your own CFP Professional (the highest certification possible) and they’ll never sell you products or earn commissions.

Affordable, fixed fees with no surprises

Our fixed fees are based on your needs--whether you invest money with us or not--and won’t increase as your money grows, which makes a big difference over time.

How we work with you.

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

Meet your CFP Professional at Facet.

You’ll work virtually one-on-one with your CERTIFIED FINANCIAL PLANNERTM Professional--the highest possible certification--and go into detail about your full financial life story to surface what matters most to you.

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, we meet with you quarterly (on average). Your CFP Professional is also available to you when questions arise.

Learn more about how we build a personalized, high-impact plan to create your best financial outcomes.

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 your CFP Professional at Facet will work with you on an ongoing basis to create the best possible outcomes.

 
 

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

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Facet members​ helped

Members in all 50 states

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CFP Professionals

*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here

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) and fiduciary
How will we meet?
Four meetings/year (on average) accessed from anywhere, on your schedule
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 clients 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 clients, 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.

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