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Updated May 30, 2024

Facet Wealth

Investment Advisor Firm

FinanceHQ Network Member

Total assets under management$2.1B

Years in business8+

Total assets under management$2.1B

Years in business8+

About Facet Wealth

Facet stands as a trailblazing financial planning platform, dedicated to reshaping the significance of money in people's lives. Providing a wide spectrum of services, Facet's membership offers an all-encompassing approach to financial enrichment. Anchored by a dedicated team of seasoned financial experts, including Certified Financial Planner (CFP®) professionals, the platform seamlessly integrates services spanning investments, taxes, benefits, and more.

Through an innovative flat fee model, Facet ensures objective guidance by functioning as a fiduciary without the influence of commissions. This distinctive approach paves the way for tailored financial strategies, empowered by cutting-edge technology, and complemented by exclusive partner offerings. At Facet, every member gains access to comprehensive and personalized financial solutions, fostering a transformative journey towards financial well-being.

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Investments

Taxes

Benefits

Financial Planning

Wealth Management

Insurance

College Planning

Real Estate

Career Planning

Cash Flow Management

More about Facet Wealth

Designations	Minimum asset threshold	Firm CRD Number	Number of advisors
Registered Investment Advisor	Under $100K	285961	300

Designations	Minimum asset threshold
Registered Investment Advisor	Under $100K

Firm CRD Number	Number of advisors
285961	300

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