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Book an introductory call with Facet
Get $200 into your brokerage account if you invest & maintain $5k within your first 90 days, and the $250 enrollment fee will be waived for new annual members. Plus, if you complete the onboarding process and necessary actions, attend your first two planning meetings, and still don’t believe Facet is right for you, you can cancel for a full membership fee refund. Must sign up for membership by July 31, 2024.
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Vivian Tu is not an employee of Facet and she receives compensation and has an incentive to endorse Facet. All opinions are her own and may not express the views of Facet, nor are they a guarantee of a similar outcome.
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*In order to be eligible for a refund, member must complete onboarding, uploading all necessary documents within 7 days and attend their first two planning meetings. Within 30 days, member must cancel and request a refund through their dashboard. This excludes any estate planning expenses associated with our service delivered through our partner wealth.com. No other expenses or market losses will be waived or reimbursed under this guarantee. This guarantee may be subject to change. See full for details.
*See Terms and Conditions and active promotions.
We’re one of the fastest-growing financial services companies*, as seen in:
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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.
**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?
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 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.
Life milestones
- Getting married or having children
- Separation or divorce
- Healthcare or medical expenses
- Inheritance or a death in the family
- Buying or renting a home
- Elder care planning
Career changes
- A new job, raise or career change
- Employee stock plan questions*
- Benefit selection
Investments & Taxes
- Investment management and optimization
- Retirement account management
- Market and tax law changes
- Tax planning questions*
Retirement planning
- Distribution strategies
- Generational transfers and charitable giving
- Navigating Social Security
- Healthcare planning
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.
Nurture your plan.
*Meeting frequency varies based on your membership tier.
We’re one of the fastest-growing financial services companies.*
Members in all 50 states
*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.
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.
Using diversification to play offense
Smaller company stocks have outperformed their larger peers by a historic degree so far in July. This episode illustrates that diversification isn't just about risk management, but also about driving returns. Here we discuss why smaller companies are surging, what it will take for this trend to persist and how what this moment teaches us about portfolio construction.
Investor Newsletter: Buy the dip or a bursting bubble? How having a plan can make all the difference.
Welcome to the latest edition of the Facet Investor Newsletter. I’m Tom Graff, Chief Investment Officer of Facet. It was a wild week in markets with a lot to unpack. We’ll cover a big reversal in tech stocks, the Fed firmly ready to cut rates, and how some traders are placing bets on a Trump ... Read more
Investor Newsletter: Inflation finally falls, so is now the time to own bonds?
In this week's investor newsletter, we cover a surprisingly soft inflation report and what that means for possible Fed rate cuts. Plus stocks surge to another all-time high despite the fact that megacap tech stocks struggled. We'll also dive into the question of whether you should bother owning bonds at all given how poorly it has performed the last few years.
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.