Founded in 2016, Facet Wealth aims to democratize access to high-quality financial planning. The company operates on a unique subscription-based, flat-fee model, diverging from the traditional assets under management (AUM) fee structure. This approach is designed to make comprehensive financial planning accessible to a broader range of clients, not just the traditionally wealthy. Facet pairs clients with a dedicated CERTIFIED FINANCIAL PLANNER™ (CFP®) professional to create holistic plans covering investments, retirement, insurance, college savings, and more, while always acting as a fiduciary.

Founded in

United States