About Facet
At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.
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General Information
Firm Start Year
2016
No. of Employees
100-499
Firm CRD#
285961
Work with the following types of clients
Individual Investors
Advisory Services Provided
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Flat Fee