
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.
Facet Wealth has been named NerdWallet’s 2020 “Best-Of” Award winner within the Best Online Financial Planning Service category.
Facet Wealth was named a Top Workplace for 2019 by the Baltimore Sun.
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.
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
“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.”
Facet works with employers to make financial planning accessible and affordable to all employees, regardless of net worth.
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