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 * Why Facet
 * What We Cover
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   Your Money
    * Financial Wellness
    * Financial Planning
    * Investing
    * Retirement Planning
    * Insurance Planning
    * Tax Planning
   
    * Financial Wellness
    * Financial Planning
    * Investing
    * Retirement Planning
    * Insurance Planning
    * Tax Planning
   
   Your Life
    * Family Planning
    * Education Planning
    * Estate Planning
   
    * Family Planning
    * Education Planning
    * Estate Planning
   
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    * Equity Compensation
    * Career
   
    * Equity Compensation
    * Career

 * How It Works
 * Pricing
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 * Log in
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 * Why Facet
 * What We Cover
   Close What We Cover Open What We Cover
   Your Money
    * Financial Wellness
    * Financial Planning
    * Investing
    * Retirement Planning
    * Insurance Planning
    * Tax Planning
   
    * Financial Wellness
    * Financial Planning
    * Investing
    * Retirement Planning
    * Insurance Planning
    * Tax Planning
   
   Your Life
    * Family Planning
    * Education Planning
    * Estate Planning
   
    * Family Planning
    * Education Planning
    * Estate Planning
   
   Your Work
    * Equity Compensation
    * Career
   
    * Equity Compensation
    * Career

 * How It Works
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 * Why Facet
 * What We Cover
   Close What We Cover Open What We Cover
   Your Money
    * Financial Wellness
    * Financial Planning
    * Investing
    * Retirement Planning
    * Insurance Planning
    * Tax Planning
   
    * Financial Wellness
    * Financial Planning
    * Investing
    * Retirement Planning
    * Insurance Planning
    * Tax Planning
   
   Your Life
    * Family Planning
    * Education Planning
    * Estate Planning
   
    * Family Planning
    * Education Planning
    * Estate Planning
   
   Your Work
    * Equity Compensation
    * Career
   
    * Equity Compensation
    * Career

 * How It Works
 * Pricing
 * Discover
 * Log in
 * Get started

 * Why Facet
 * What We Cover
   Close What We Cover Open What We Cover
   Your Money
    * Financial Wellness
    * Financial Planning
    * Investing
    * Retirement Planning
    * Insurance Planning
    * Tax Planning
   
    * Financial Wellness
    * Financial Planning
    * Investing
    * Retirement Planning
    * Insurance Planning
    * Tax Planning
   
   Your Life
    * Family Planning
    * Education Planning
    * Estate Planning
   
    * Family Planning
    * Education Planning
    * Estate Planning
   
   Your Work
    * Equity Compensation
    * Career
   
    * Equity Compensation
    * Career

 * How It Works
 * Pricing
 * Discover

Log in
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FINANCIAL PLANNING FOR EVERY FACET OF YOUR LIFE.

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* Nerdwallet review conducted in October of 2023 based on the time frame of
August – October 2023. Nerdwallet’s independent assessment includes data
collection, interviews and testing which results in star ratings from poor (one
star) to excellent (five stars). Nerdwallet was not paid for this review however
does receive compensation based on referrals.


BUILD A BRIGHTER FINANCIAL FUTURE.

Whether your goal is traveling the world, buying a home, or retiring early,
Facet can help make your dreams a reality with our affordable memberships and
unbiased approach to planning.
Get started
How it works


HONESTLY, HOW ARE YOU DOING WITH YOUR MONEY?

You can find out in under 4 minutes. Your free financial wellness score will
unlock insights into what you’re doing right and where you can improve. (And of
course, we’re here to help.)

Get your free score




FIND YOUR FINANCIAL CALM.

Built for everything money touches—family, career, investments, retirement, and
everything in between.

Get unbiased financial advice from a team of CERTIFIED FINANCIAL PLANNER™
professionals and experts.

Choose from one of our flat-fee memberships—no product sales, commissions, or
surprises.


PERSONALIZED FINANCIAL PLANNING POWERED BY TECHNOLOGY.

At Facet, our technology is at the heart of your membership experience. You have
up-to-date access to your financial data and direct access to financial experts
across investments, taxes, benefits, and more.




FACET IS A COMMUNITY.

Check out why our members and thought leaders choose Facet.

Explore membership

Testimonials were provided by current members of Facet (“Facet Wealth, Inc.”).
Members have not been paid for their testimonial and there are no material
conflicts of interest that would affect the given testimonials. These
testimonials may not be representative of the experiences of other members, and
do not provide a guarantee of future performance success or similar services.

Isha
Complete trust in planner = peace of mind

Tyler
Support + guidance to reach self-fulfillment

Antonio & Gimez
Affordable expert guidance from a CFP® professional

Brad & Cat
Membership fee based on need + holistic approach

Jordan & Marissa
Direct access to experts

“The combination of the tech platform that Facet provides and our planner has
been great. It’s been great to be able to have a visual representation of all of
our assets and our investments, and then having an individual there to ask
questions if we don’t understand something.”

Antonio & Gimez



Rego Park, NY

Testimonials were provided by current members of Facet (“Facet Wealth, Inc.”).
Members have not been paid for their testimonial and there are no material
conflicts of interest that would affect the given testimonials. These
testimonials may not be representative of the experiences of other members, and
do not provide a guarantee of future performance success or similar services.

Over 0
members already trust Facet.
Get started today


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 * Why Facet
 * Investment Philosophy
 * Investing with Facet
 * Membership
 * Wellness Score

 * Why Facet
 * Investment Philosophy
 * Investing with Facet
 * Membership
 * Wellness Score

Learn

 * The Basics
 * Library
 * FAQ

 * The Basics
 * Library
 * FAQ

Company

 * About
 * Facet News
 * Leadership
 * Careers

 * About
 * Facet News
 * Leadership
 * Careers

Support

 * Disclosures
 * Security
 * Privacy
 * Accessibility

 * Disclosures
 * Security
 * Privacy
 * Accessibility

Frequently asked questions

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 * What is a CFP® Professional?
 * What is a fiduciary?
 * How is Facet different from robo advisors?

Get started with Facet: (443) 294-5665
Member questions: (443) 376-6222
info@facet.com | Media Inquiries: press@facet.com

400 East Pratt Street, 8th Floor, Baltimore, MD 21202

© Facet Wealth 2024. All rights reserved.

Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an
investment adviser registered with the Securities and Exchange Commission (SEC).
Such registration does not imply endorsement or approval. Investing involves
serious risks and past performance is no guarantee of future performance or
success.

The information provided herein is for illustrative and educational purposes
only and should not be considered a solicitation or an offer to buy or sell
securities. Nothing contained herein should be interpreted as a recommendation
or research regarding any investment or investment strategy, legal or tax
advice.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque
design) in the United States, which it authorizes use of by individuals who
successfully complete CFP Board’s initial and ongoing certification
requirements.

This material may contain data, links or other content from third-parties.
Although Facet only provides information from sources it believes to be
accurate, third party content is not guaranteed as to its accuracy or
completeness. Any hyperlinks provided are intended as additional perspectives,
should not be construed as an endorsement and may contain a separate privacy
policy.

For additional information, please refer to our Legal Documents Page, our ADV 2A
and our Customer Relationship Summary.