Financial planning as it should be.

No matter where you’re at on your financial journey, a Facet membership can help by offering valuable financial advice and services to help you reach your full potential.

Take our free Financial Wellness Quiz below or book an introductory call with a Facet expert today.

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.

How Facet memberships work.

With Facet, you get access to a team of CFP^® professionals and financial experts across investments, taxes, benefits, and more. Our ongoing, dynamic strategies will evolve with you, so you never have to make a financial decision alone again.

Our flat-fee membership model means no commissions

Support from a team of CFP^® professionals and experts.

Secure, industry-leading technology to manage and organize your entire financial life in one place.

Exclusive partner offers that complement your financial outcomes.

Not ready to start? Take our free financial wellness quiz to get your score.

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?

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

What Facet members are saying.

"At Facet we found an approach that works for us that gives us clarity & insights into our finances."

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

"This is exactly what I've been looking for. Facet has everything I need to manage my money."

Colby is a current Facet member and received a free membership for providing this testimonial. Zach, Maggie, and Alyssa are current Facet members and did not receive compensation for providing this endorsement. All opinions are their own and not a guarantee of a similar outcome. Facet is an SEC RIA. Facet’s specific investment management services vary depending upon the chosen service level. This is not an offer to sell securities.

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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Why did I get Form 5498 after filing my taxes?

If you just opened your mail to find Form 5498, don’t panic. Your heart might skip a beat thinking you’ve missed a deadline or made a mistake on your recently filed tax return, but breathe easy. This form is for your records and typically arrives well after the April filing deadline for a very specific ... Read more

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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.