Brent  Weiss Head of Planning
Facet Wealth

509 S. Exeter Street
Suite 202
Baltimore, MD 21202
Facet Wealth | Financial Advisor in Baltimore ,MD


About Facet Wealth

Facet is the one financial advice company that provides premium,
comprehensive, financial life management dedicated to achieving
your financial life goals, at an affordable price because we
have completely redesigned the entire financial planning
experience.


General Information

Firm Start Year:   2016
No.of Employees:   20-49
States Licensed in:   Nationwide

Qualifications & Memberships

Insurance and Annuity Licenses:   Life



Faqs

  • Do you have a customer satisfaction or refund policy? We have no cancellation fee nor initial sign-up fee. All of our clients pay monthly fees with no month to month commitment.
  • What services do you provide? What are your specialties? We do coordinated financial planning. Asset management is a portion of what we do but we can help with cash flow, insurance, estate planning, small business planning, financial life coaching, etc.
  • What is your experience? How many clients do you currently manage? As a firm, we have over 50 years of financial planning experience. Starting operations in 2017, we currently have over 125 clients.
  • What financial institution(s) do you represent? Facet Wealth works with TD Ameritrade.
  • How do you charge for your services? We charge flat fees (ranging from $480 to $5,000 per year) based on the client's desired experience.
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Brent  Weiss Head of Planning

Brent  Weiss Head of Planning

ChFC®, CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

Aberdeen Proving Ground Abingdon
Annapolis Annapolis Junction
Arnold Ashton
Baldwin Baltimore
Bel Air Belcamp
Beltsville Bowie
Brookeville Brooklyn
Burtonsville Catonsville
Clarksville Columbia
Crofton Crownsville
Curtis Bay Davidsonville
Dayton Dundalk
Edgewood Elkridge
Ellicott City Essex
Fallston Finksburg
Forest Hill Fork
Fort George G Meade Fort Howard
Fulton Gambrills
Gibson Island Glen Arm
Glen Burnie Glenelg
Glenn Dale Glenwood
Glyndon Greenbelt
Gunpowder Gwynn Oak
Halethorpe Hanover
Highland Hydes
Jarrettsville Jessup
Joppa Kingsville
Laurel Linthicum Heights
Lutherville Timonium Marriottsville
Middle River Millersville
Monkton Nottingham
Odenton Owings Mills
Parkton Parkville
Pasadena Perry Hall
Perryman Phoenix
Pikesville Randallstown
Reisterstown Riva
Rock Hall Rosedale
Sandy Spring Savage
Severn Severna Park
Silver Spring Sparks Glencoe
Sparrows Point Spencerville
Sykesville Towson
Upper Falls Upperco
West Friendship White Hall
White Marsh Windsor Mill
Woodbine Woodstock
Nationwide

Compensation Arrangements

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