Bringing financial clarity at a better price point for clients (video)
Pricing models for advisers stand at a unique inflection point. Facet Wealth’s Brent Weiss explains what this means for advisers and their clients.
Pricing models for advisers stand at a unique inflection point. Facet Wealth’s Brent Weiss explains what this means for advisers and their clients.
July 22, 2019, at 3:21 p.m By Rebecca Lake Take the necessary steps with real estate investments to keep you in the green. These missteps
Boost your savings account and save money on purchases by using these strategies and tools.
“Charging on AUM makes no sense,” Jones argued. “If a client gets a $100,000 raise, why should the advisor get an extra 1% of that?
Many advisors prioritize time management and growth, yet they’re foregoing minimums and holding onto unprofitable clients, according to a Facet Wealth survey.
“That is the million dollar question: How much do I need to retire?” says Brent Weiss, CFP, head of planning at Facet Wealth
“We actually turn away high-net-worth clients. We’re not competing with anyone in the industry,” Mr. Jones said. “It’s the most exciting thing I’ve ever worked on.”
Many RIAs falter as they grow, caught off guard when the client-facing work they’ve always done seems to show diminishing returns.
Anders Jones and Brent Weiss sat down with Maryland Public Television to discuss how Facet Wealth is using a combination of people and technology
Meet the next wave of startups growing big ideas into local companies. Jan. 28, 2019 4:02 pm By Stephen Babcock For the people looking to
Anders Jones is CEO and co-founder of Facet Wealth, a next-generation financial services firm reinventing financial life management for the mass affluent.
CEO Anders Jones talks about moving to Baltimore from Silicon Valley, and the company’s plans for growth. Facet Wealth, a Baltimore-based personal financial planning startup,
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