Join Hala Taha on your financial journey!

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

Book an introductory call with Facet

Limited time *$450 kick-start offer! Get $200 into your brokerage account if you invest & maintain $5k within your first 90 days, plus the $250 enrollment fee will be waived for new annual members. *Must sign up for membership by July 31, 2024

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Hala is not a member of Facet. She has an incentive to endorse Facet, as she receives cash compensation for introducing you to Facet. All opinions are her own and not a guarantee of a similar outcome.

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We’re one of the fastest-growing financial services companies*, as seen in:

*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here

**Nerdwallet review conducted in October of 2023 based on the time frame of August – October 2023. 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.

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.

Why choose Facet?

We’ve built financial planning for all that you are.

For your entire life (not just your investments)

Because every life decision has financial impacts, we advise on everything your money touches, like major purchases, benefit selections, your investments and more—plus, we go even further to help you execute your plan.

The highest level of financial planning

Our virtual service is accessible from anywhere and around your schedule. You’ll meet with a CFP® professional (the highest certification possible) and they’ll never sell you products or earn commissions.

Affordable, fixed fees with no surprises

Our fixed-fee memberships are based on your needs—whether you invest money with us or not—and won’t increase as your money grows. (Which can make a big difference over time!)

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.

*Meeting frequency varies based on your membership tier.

How we can help.

Your financial life is impacted by much more than the market. Unplanned and planned changes are a part of life, so our team of CFP® professionals will work with you on an ongoing basis to create the best possible outcomes.

 
 

We’re one of the fastest-growing financial services companies.*

Facet members​ helped
+ 0 k

Members in all 50 states

CFP Professionals
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*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here

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?
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

What Facet clients are saying.

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.

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.

Investor Newsletter: Stocks hit new highs, the labor market cools, and tips to understand if it's time to rebalance your portfolio

Hello, I’m Tom Graff, Facet’s Chief Investment Officer. Welcome to another edition of our Investor Newsletter. This week we’ll cover another all-time high for stocks, signs the labor market could be weakening, and when to know it is time to rebalance your portfolio. If you have any questions related to anything you read here, or ... Read more

5 Min Read

Investor Newsletter: Inflation, falling AI stocks, and forecasting the future

In this week's Investor Newsletter, we review the week that was. Nvidia and other AI-related stock drops, what does that mean for the broader market? And inflation keeps falling, is the Fed finally ready to cut rates? Plus we do a deeper dive into how Facet approaches forecasting market events.

5 Min Read

2Q 2024 Performance Report: How Facet’s mix of ETFs fared during a tech dominated quarter

The global stock markets were dominated by artificial intelligence related companies in 2Q 2024. Excluding the impact of AI, most stocks were actually down for the quarter. How did this impact Facet's ETF portfolios? And what about inflation? The dollar? Rising interest rates? Elections? The Federal Reserve? We cover all of this and more in our quarterly performance review.

10 Min Read

See for yourself why we’re one of the fastest-growing financial services companies.*

*In 2022, Facet was ranked 46th on Inc. 5000 list of America’s fastest-growing private companies based three year revenue growth rate. More information can be found here