Edward Williams is a CFP, ChFC-designated registered investment advisor at Facet, based in Downingtown, PA, with 23 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,331 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Facet Wealth includes investment management as part of its financial planning membership. There are no additional fees for investment management services. The firm offers different service levels with varying features, but investment management is included in all tiers. Facet does not offer standalone investment management services.
Location
Downingtown, PA
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Regulatory History (1)
Customer Dispute
May 2015Employment History
Current Registrations
Facet
Previous Registrations
Clarfeld
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State Registrations2 states
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