Why Facet?

Achieve a more prosperous life by working with a dedicated CFP® Professional at an affordable price.

Real financial planning:

For your real financial goals
Done by real dedicated
CFP® Professionals Is really possible

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Work with your own
dedicated CFP® Professional

With a real name, and real experience, insight and understanding

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No bank account
is too small or big.

No need too simple or complex.
No one is too young or too old.
All are welcome here.

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A different type of
fee structure

Starting as low as $40 dollars a month
With pricing tailored to your
needs, not one size fits all

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We want to know you the person not you the portfolio.

You work dedicated CFP® Professional that partners with you to create a holistic financial plan to achieve your financial goals.

We love numbers but will never treat you like one.

Learn More Get Started

Why Facet?

Achieve a more prosperous life by working with a dedicated CFP® Professional at an affordable price.

Learn More

Start Your Journey Today

At Facet, you work with a dedicated CFP® Professional – not a call center – on what’s important to you. We provide a complimentary goal setting and financial analysis session with a CFP® Professional to make sure we understand how we can help you.
All of our service levels include:

Dedicated CFP® Professional

Goal Based Financial Planning

Financial planning supported by a sound investment strategy, not the other way around

Our promise to work on the goals that are important to you

Click below to schedule a call with one of Facet's CFP® Professionals.

Facet partners with advisory firms to transition small accounts

What others have been saying

Next-generation financial services firm, Facet Wealth, secures $33M investment to expand personal financial planning platform. Read More

Facet’s wheelhouse is delivering sophisticated financial planning to clients traditional advisors are typically trying to offload. Read More

Facet brings a white-glove experience to clients with less than $1 million who want a more holistic wealth management solution. Read More

Why Facet?

Real financial planning:

Work with your own
dedicated CFP® Professional

No bank account
is too small or big.

A different type of
fee structure

We want to know you the person not you the portfolio.

You work dedicated CFP® Professional that partners with you to create a holistic financial plan to achieve your financial goals.

We love numbers but will never treat you like one.

Why Facet?

Start Your Journey Today

Click below to schedule a call with one of Facet's CFP® Professionals.

Facet partners with advisory firms to transition small accounts

What others have been saying

Solutions for Advisors

Contact Us

Join Our Team

Why Facet?

Real financial planning:

Work with your own dedicated CFP® Professional

No bank account is too small or big.

A different type of fee structure

We want to know you the person not you the portfolio.

You work dedicated CFP® Professional that partners with you to create a holistic financial plan to achieve your financial goals. We love numbers but will never treat you like one.

Why Facet?

Start Your Journey Today

Click below to schedule a call with one of Facet's CFP® Professionals.

Facet partners with advisory firms to transition small accounts

What others have been saying

Solutions for Advisors

Contact Us

Join Our Team

Work with your own
dedicated CFP® Professional

No bank account
is too small or big.

A different type of
fee structure

You work dedicated CFP® Professional that partners with you to create a holistic financial plan to achieve your financial goals.

We love numbers but will never treat you like one.