Facet Wealth
Facet Wealth is a financial services company that provides personalized financial planning services to clients through their own CFP® professional at an affordable subscription price.
- Category: Family Office
- Location: Baltimore, MD, United States
- Founded: 2016-01-01
- Website: https://facetwealth.com
Product & Features
- Facet Wealth offers flat-fee memberships tailored to individual financial situations and goals.
- Users collaborate with a CFP® professional to create a personalized financial roadmap.
- The platform provides a secure dashboard for tracking financial progress and managing goals.
- Members receive ongoing support and can message planners directly for advice and updates.
- Roadmaps are adaptable, allowing for adjustments as life circumstances change.
- Facet prioritizes a transparent, commission-free approach to investing, focusing on members' financial well-being.
- The service emphasizes accessibility and simplicity in financial planning, avoiding complex jargon.
Notable Customers
- Facet Wealth, Inc.
- Securities and Exchange Commission
Recent News
- Investing in REITs? What You Should Know First! (2025-07)
- Ready to invest smarter? 💡 #Financialplanning #AlternativeInvestments #Investing #JoinFacet (2025-06)
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Frequently Asked Questions
What is Facet Wealth?
Facet Wealth is a financial services company that provides personalized financial planning services to clients through their own CFP® professional at an affordable subscription price.
What does Facet Wealth do?
Facet Wealth offers flat-fee memberships tailored to individual financial situations and goals. Users collaborate with a CFP® professional to create a personalized financial roadmap. The platform provides a secure dashboard for tracking financial progress and managing goals.
Who are Facet Wealth's customers?
Facet Wealth's customers include Facet Wealth, Inc., Securities and Exchange Commission.
What category does Facet Wealth fall under?
Facet Wealth is a legal technology company in the Family Office category.
Where is Facet Wealth based?
Facet Wealth is based in Baltimore, MD, United States.
When was Facet Wealth founded?
Facet Wealth was founded in 2016.