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 a 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 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?

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

Schedule a free consultation with a Facet expert

First Name(Required)

Last Name(Required)

Email(Required)

Phone(Required)

Household Income(Required)

Estimated Savings(Required)

Age(Required)

This field is hidden when viewing the form

Number

This field is hidden when viewing the form

Foundations Qualification

This field is hidden when viewing the form

Enable Pop

This field is hidden when viewing the form

Delay

Phone

This field is for validation purposes and should be left unchanged.

To speak with someone now, call us at
1-888-321-5782

By submitting this form, you acknowledge that you have directly provided the email and phone number contact information listed, you also acknowledge that Facet has the option to use either method to contact you, and agree to the terms set forth in our Company Privacy Notice. Message frequency varies, and message and data rates may apply. Reply STOP to opt-out of messages, and email [email protected] for help.