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.
General Information |
Firm Start Year: | 2016 | |
No. of Employees: | 100-499 | |
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 |
FAQs |
Do you have a customer satisfaction or refund policy?All of our members pay quarterly or annual fees depending on their plan (non-refundable). Enrollment fee is $250 which is typically waived for new annual members. |
How do you charge for your services?We charge flat fees (ranging from $1,000 - $6,600) based on the client's desired experience. |
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, financial life coaching, etc. |
What financial institution(s) do you represent?Facet is an independent financial planning firm and uses partners like Wealth.com, Apex, Orion and others to provide world class experience to its members. |
What services do you offer?Facet offers a completely different planning experience with only CFP® Professionals delivering objective advice for a flat membership fee. |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Mon. | 9:00 AM - 5:00 PM |
Tue. | 9:00 AM - 5:00 PM |
Wed. | 9:00 AM - 5:00 PM |
Thu. | 9:00 AM - 5:00 PM |
Fri. | 9:00 AM - 5:00 PM |
Nationwide |
Visa | MasterCard |
American Express | Discover |
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