At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with an affordable flat planning 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 clients 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 - $7,000) 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 advice at an affordable price. |
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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