Partner with Facet | Facet

Partner with Facet

Facet helps financial advisors develop and execute strategic plans for their firm. Explore the resources below to see how we can help you.

Ready for a conversation?

Referring to Facet is easy

When segmenting, you will encounter clients who don’t fit your ideal profile. Referring them to Facet Wealth is a great way to ensure they receive the personalized care and attention they need and deserve.

RIA Capacity and Segmentation webinar

Facet Wealth recently partnered with Bob Veres to present the results of a survey of over 300 RIAs in a webinar and lively Q&A session presented by Advisor Perspectives.

Triad Financial Advisors Case Study

TFA partnered with Facet Wealth to transition many clients under $500,000 in revenue, freeing up their time and resources to focus on their ideal client segment.

The Transition Game Plan

Transitioning clients can seem daunting, but Facet’s proven method is completely customizable and delivers an amazing experience for both you and the client.

Frequently asked questions

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© Facet Wealth 2024. All rights reserved.

Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

Testimonials were provided by current clients of Facet Wealth, Inc. (“Facet”). Clients have not been paid for their testimonial and there are no material conflicts of interest that would affect the given testimonials. These testimonials may not be representative of the experiences of other clients, and do not provide a guarantee of future performance success or similar services.

Endorsements were provided by promoters or influencers and those individuals were compensated by Facet Wealth, Inc. (“Facet”) and that compensation may have included free or discounted planning services. The endorsement does not guarantee the same or similar experience.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This material may contain data, links or other content from third-parties. Although Facet only provides information from sources it believes to be accurate, third party content is not guaranteed as to its accuracy or completeness. Any hyperlinks provided are intended as additional perspectives, should not be construed as an endorsement and may contain a separate privacy policy.

⁹Offer is valid for new Facet Members who open and fund new Facet investment account(s) with a minimum of $5,000 in total within 90 days of signing a planning agreement for service with Facet starting on or after April 1, 2024. Additional Terms and Conditions apply