Begin your financial journey alongside Ramit Sethi, host of Netflix's, "How To Get Rich."

Ramit is not an employee of Facet and he receives compensation and has an incentive to endorse Facet. All opinions are his own and may not express the views of Facet, nor are they a guarantee of a similar outcome.

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Ask about Ramit's *$750 kick-start offer

Ramit’s Exclusive Offer: Facet is offering $500 into your brokerage account if you invest $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. This offer expires December 31, 2024.

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Book a free introductory call with Facet

Ask about Ramit's *$750 kick-start offer

Ramit’s Exclusive Offer: Facet is offering $500 into your brokerage account if you invest $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. This offer expires December 31, 2024.

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

OR

Call us at 1-888-321-5909

By submitting this form, you acknowledge that you have directly provided the email and phone number contact information listed, further acknowledge that Facet Wealth 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.

See our Disclosures for Endorsements, Testimonials and Social Media.

*See Terms and Conditions and active promotions. Not available for Foundations members.

How a Facet membership works.

With Facet, you get your own CFP® professional and a team of 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 mean no commissions — ever.

1×1 support from a CFP® professional, backed by a team of experts.

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

Exclusive partner offers that complement your financial outcomes.

Explore membership

Not ready to start? Take our free 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?
$0
How is my planner qualified?
Always a CFP® Professional (the highest possible certification) and fiduciary
How will we meet?
Dedicated check-ins throughout the year, plus real-time connectivity to your Facet planner between meetings
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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What Facet members 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.