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Financial Advisor
Maryland
Baltimore
VETTED

Facet
Tel: 443-376-6222 400 East Pratt Street 8th Floor Baltimore, MD 21202
Financial planning as it should be
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 Employees

Communities served:

Nationwide

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

Services
Investment Types:

Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)

Can meet clients in the following ways:

Email, Phone, Video Conference

Compensation and Fees
Fee Structure:

Fee-Only

Compensation Methods:

Flat Fee

Firm CRD# 285961
Compliance
Registered Investment AdvisorYes
Acknowledged fiduciaryYes
Office Hours
Monday9:00 AM - 5:00 PM
Tuesday9:00 AM - 5:00 PM
Wednesday9:00 AM - 5:00 PM
Thursday9:00 AM - 5:00 PM
Friday9:00 AM - 5:00 PM
Compensation Arrangements
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