Learn why Facet’s integrated approach to financial planning gets a high rating from NerdWallet**.

**Nerdwallet review conducted in October of 2024 based on the time frame of August – October 2024. 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.

Financial planning as it should be.

Facet’s unbiased financial planning covers everything that has to do with money — benefit selections, major purchase decisions, your investments and more — so you’ll know you’re making the right decisions for every facet of life. Book a free introductory call with Facet today. 

Book a free, no obligation intro call to learn more.

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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.
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*Meeting frequency varies based on your membership tier.

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?
Investment management is included in your membership
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
Get started

What Facet members are saying.

"At Facet we found an approach that works for us that gives us clarity & insights into our finances."
- Zach and Maggie
"Before Facet it almost felt like I worked for my money, and now my money works for me."
- Colby
"This is exactly what I've been looking for. Facet has everything I need to manage my money."
- Alyssa

Testimonials were provided by current members of Facet ("Facet Wealth, Inc."). Members 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 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.

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