Planning a prosperous financial life demands individual attention.

Here you’ll work with a dedicated CFP® Professional, who is trustworthy, insightful and proactive. We take time to match you with the right CFP® Professional and don’t pass you from person to person.

Couple meeting with their Facet financial planner.

Here, you work with one CFP® Professional, consistently & virtually

Your personal financial advisor takes time to get to know you as a person which helps them gain a deep understanding of your needs, your goals, and your dreams.

From there, they can create your individually tailored financial plan. We don’t believe in charging fees based on assets under management or hiding behind commissions. Those kinds of pay structures are a barrier to financial planning for a lot of people.

They create your individually tailored financial plans.

Your advisor gets to know you as a person and gains a deep understanding of your needs, goals, and dreams, they create your individually tailored financial plan.

Why people work with Facet

 FacetRobo AdvisorTraditional Financial Planner
Dedicated CFP® Professional   
Financial planners not incentivized to sell   
Fees based on services clients use   
Do not charge based on AUM   
Easy access to advisors, including after business hours   
360° financial plans   
Empowering tech platform to help achieve goals   
Demystify and simplify financial planning process   
Subscription based service models   
Low cost investment portfolios   
Customer service with someone you know, not a call center   
Ability to work with your financial advisor from anywhere   

Why people work with Facet

 Facet Wealth

 Robo Advisor

  Traditional Financial Planner

 Facet Wealth

 Robo Advisor

Traditional Financial Planner

 Facet Wealth

 Robo Advisor

Traditional Financial Planner

 Facet Wealth

 Robo Advisor

Traditional Financial Planner

 Facet Wealth

 Robo Advisor

Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

Robo Advisor

 Traditional Financial Planner

 Facet Wealth

 Robo Advisor

 Traditional Financial Planner

 Facet Wealth

Robo Advisor

 Traditional Financial Planner