Facet Wealth named NerdWallet’s 2020 “Best Online Financial Planning Service”
Facet Wealth has been named NerdWallet’s 2020 “Best-Of” Award winner within the Best Online Financial Planning Service category.
01/29/2020
Category: News
Facet Wealth named Top Workplace for 2019
Facet Wealth was named a Top Workplace for 2019 by the Baltimore Sun.
12/23/2019
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.
11/22/2019
8 Costly Missteps With Real Estate Investing
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
08/15/2019
12 Ways to Save Money Without Trying
Boost your savings account and save money on purchases by using these strategies and tools.
08/15/2019
Company’s Approach A Response To Traditional Advisory Fees Being Too High
JULY 29, 2019 FA Staff Editor’s Note: In our “3 Questions” column, we chat with a thought leader within a unique sector of fintech. Name: Anders
08/13/2019
Momentum building for subscription pricing
“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?
08/13/2019
Most Advisors Don’t Enforce Minimums
Many advisors prioritize time management and growth, yet they’re foregoing minimums and holding onto unprofitable clients, according to a Facet Wealth survey.
06/28/2019
How Much Will Retirement Cost?
“That is the million dollar question: How much do I need to retire?” says Brent Weiss, CFP, head of planning at Facet Wealth
06/28/2019
Investment News: 40 Under 40, Class of 2019
“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.”
06/26/2019