Hailey Thomas is a CFP-designated registered investment advisor at Facet, based in Collierville, TN, with 4 years of industry experience. Hailey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,741 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Facet Wealth includes investment management at no extra charge as part of your financial planning membership. Because the investment management is bundled into your flat annual membership fee, you do not pay a separate percentage of your portfolio value to have your investments managed.
Location
Collierville, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hailey works as an associate/employee for Fountain Financial Group, Pinnacle Asset Management, and Pinnacle Bank/Pinnacle Financial Partners. She spends about half of her time meeting with clients and bank staff to discuss investments through Raymond James.
Employment History
Current Registrations
Facet
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
First Horizon Advisors, INC
First Horizon Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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