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Whether you’re considering putting a down payment on a house in the school district you love, setting up a savings plan for your child’s college tuition, or understanding your equity comp after landing your dream job, Facet will be alongside you for every moment.

It’s a big step to trust someone with your finances, but the sooner you start down the path of financial wellness, the bigger impact it will have on the rest of your life. 

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*Based on a study conducted by Facet in April 2023. A statistically valid sample of members following Facet’s current planning process demonstrated that more than half of these members, defined here as a majority, 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 and tax loss harvesting as value drivers using Facet’s investment services, and discounting value to align with the acceptance of Facet recommendations. Facet assesses clients an annual flat fee for service based on the complexity of planning needs. There is no separate or additional fee for investment management. 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. Facet Wealth, Inc. (“Facet”) is an SEC registered investment adviser headquartered in Baltimore, Maryland. This is not an offer to sell securities or the solicitation of an offer to purchase securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.

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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. 

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.

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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. 

What Facet clients are saying.

"Facet has completely changed my outlook on how I handle my finances and my confidence in my financial stability and strength in the future. My planner and the team are incredible, and just as excited as I am about building a strong financial future for me."
Steven E   |   Massachusetts
"Having a plan that works for US is such a relief, and for such a very decent price. I have already recommended my whole family and my closest friends."
Kinsey B   |   Virginia
"We were talking last night about how effective our relationship has been with Facet and we are so grateful. Thank you for your patience and diligence in working with us. It's truly been one of our biggest positives of 2020 and we look forward to many years ahead. "
Andy J   |   Illinois
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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.

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
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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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© Facet Wealth, Inc. ("Facet") 2023

© Facet Wealth 2023. All rights reserved.
Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. ("Facet"). Clients have not been paid for their testimonial and there are no 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.

Endorsements were provided by promoters or influencers who were not clients of Facet when initially engaged. Individuals were compensated by Facet Wealth, Inc. ("Facet") and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.