Facet Wealth is a registered investment advisor that offers personalized financial planning and discretionary investment management services to individuals. The firm utilizes a membership model where clients pay a flat annual subscription fee, and investment management is included at no additional charge. Facet's services cover a wide array of financial topics including retirement planning, tax strategies, cash flow and expense management, estate planning partnerships, and employee benefits analysis. Facet primarily builds portfolios using exchange-traded funds and offers specialized strategies such as direct indexing, alternative income strategies, and tax-sensitive fixed income management. The firm primarily serves individual clients rather than institutions and delivers its services through digital platforms combined with dedicated certified financial planners.
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.
