New Year | Facet

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Big plans this year?
We're here to help.

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Make your maybes happen.

Unbiased advice you can trust from a CERTIFIED FINANCIAL PLANNER™ professional, the highest possible financial planning certification.
No commissions, no surprises. Your flat fee won’t change even as your money grows.
A personalized roadmap guides the way to your goals big and small. And as life changes, your roadmap changes too—so you can keep growing.

How it Works.

First, we get to know you.

It starts with a free, no-pressure chat that’s about you and your unique situation. After that chat, you can pick the flat-fee membership that works best for you and where you want to go.

Next, we create your personalized financial roadmap.

You’ll meet with a planner who’ll get to know your goals, concerns, and what you’re after in life. Then, we’ll create a personalized financial roadmap that puts you on the path for the kind of life you want.

Then, we look for opportunities down the road.

People, plans, and priorities change. Opportunities knock, too. That’s why, instead of a “set it and forget it” approach, your financial planning with Facet evolves as you do. We’re always here with fresh ideas and options.

“Facet’s bespoke approach to financial planning allows it to serve as a resource for nearly any financial decision you face, from employee benefits and the tax impact of stock option plans to retirement investments and evaluating insurance needs. The fee you pay is based on the level of service required and the complexity of your financial situation.”

*Nerdwallet review conducted in April of 2025 based on the time frame of August 2024 – April 2025. 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.

And who it’s worked for...

Real Facet Member

“Before Facet it almost felt like I worked for my money and now my money works for me.”

Colby

Real Facet Member

“With Facet, its been such a relief for me that I want to tell everyone and get everyone on board.”

Jonathan

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.

Every member has a story to tell.

Retirement

Facet's helped over 2,200 individuals plan their retirement transition.

Dream Home

Facet's helped +1K property purchases.

Milestones

84K member goals are in progress.

All claims above are based on a Facet analysis as of December 2024.

Hear from industry experts.

Ramit Sethi

Host of Netflix’s “How To Get Rich” & Host of the I Will Teach You To Be Rich Podcast

“Facet recognized what was wrong with the AUM Model and did something about it. They’re making financial advice accessible to everybody.”

Tyler Gardner

Former Portfolio Manager, 20+ Years in Professional Education

“At Facet, you have unlimited messaging with the Facet team. They will check in with you monthly to make sure you’re staying on track.”

Ramit and Tyler are not members of Facet and they have an incentive to endorse Facet as they receive cash compensation based on this endorsement. All opinions are their own and not a guarantee of a similar outcome.

The life you want starts now. See how good it can get with Facet as your financial guide.

Frequently asked questions.

Why should I choose Facet?

In an industry saturated with fees, confusing jargon, and cookie-cutter solutions, Facet exists to make financial planning affordable, accessible, and personalized.

Affordable: With our flat-fee membership options and commission-free approach to investing, we’re helping you keep money in your pocket so you can spend it on the things that matter most to you.

Accessible: Financial planning can be complicated enough as it is, without all the fancy jargon and hard-to-understand processes. With knowledgeable, unbiased CFP^® professionals, intuitive technology and ongoing support, we’re making financial planning simple. (As it should be.)

Personalized: There is no one-size-fits-all approach to planning because there is no such thing as a “standard member.” We take the time to understand our members’ individual needs, dreams and priorities to develop plans that help them achieve success by their unique definition of the word.

I can do this myself, why do I need a financial planner?

While you may feel confident handling financial tasks independently, a financial planner offers expertise, objectivity, and comprehensive planning that go beyond task completion. Our CFP^® professionals provide tailored advice, save you time, manage risks, and adapt your plan to changing circumstances, ensuring your long-term financial wellness and peace of mind.

What’s a fiduciary?

A fiduciary holds a legal and ethical relationship of trust with the person whom they’re serving. Therefore, a fiduciary is legally obligated to only make recommendations in the best interest of each person they are giving advice to. Like all SEC-registered firms, all of the CFP® professionals at Facet are fiduciaries on behalf of our members.

What happens if I want to cancel my membership?

All of Facet’s memberships are annual and non-refundable. If you choose to cancel your membership, you will be responsible for any outstanding balance, and will retain access to your planner and services for the remainder of the term.

Can my spouse or partner join under my membership or do they need their own?

You and your spouse or partner can use the same membership.

What fees does Facet charge for investment management?

Facet offers flat-fee planning memberships that don’t change based on how much you invest and earn, however, our custodians may charge fees that will be deducted from your account.

You can view a full list of potential custodial costs under the “Investment management” section of our legal page and for more information about Facet’s approach to investing, watch this video.

Facet’s specific investment management services vary depending upon the chosen service level.

How can Facet manage my investments as part of my membership when others charge a fee?

We’re able to include investment management as part of your Core, Plus, or Complete membership because we believe in a transparent and member-centric approach to financial planning. To us, managing a $100,000 portfolio isn’t much different than managing a $1,000,000 portfolio—so why would we make our members pay more? By structuring our services this way, we prioritize your financial well-being over transaction-based fees.

Watch this video to learn about how Facet could bring value to your investing strategy.

Big plans this year?We're here to help.