Facet Wealth: Flat-Fee Financial Planning with a Human Touch
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Facet Wealth: Flat-Fee Financial Planning with a Human Touch
Facet Wealth offers comprehensive financial planning through dedicated Certified Financial Planners (CFPs) on a flat-fee membership model.
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Facet Wealth: Flat-Fee Financi...
What Is Facet Wealth?
Facet Wealth is a financial planning platform that connects clients with licensed fiduciary CFP® professionals.
Unlike traditional advisors, Facet charges a flat annual membership fee instead of percentage-based fees, ensuring objective, holistic guidance across your entire financial life—from budgeting and investments to taxes, estate planning, and retirement.
Facet Wealth Overview
| Offers | Best For | Account Minimum | Fees | Get Started |
|---|---|---|---|---|
| Financial Planning | Unbiased guidance without commission-based conflicts of interest | N/A | $1,000–$6,000 per year | Visit Website |
How Facet Wealth Works
With no asset minimums and no commissions, Facet is ideal for individuals and families seeking ongoing fiduciary advice tailored to their goals.
- Choose a membership tier based on your financial needs and goals.
- Get matched with a dedicated CFP® who builds a personalized financial plan.
- Receive regular check-ins and digital access for ongoing adjustments and support.
Key Features & Benefits
| Feature | Benefit |
|---|---|
| Dedicated CFP® | Work directly with a licensed fiduciary planner who understands your goals. |
| Flat-Fee Pricing | No AUM or commission fees—transparent annual cost based on your plan. |
| Holistic Financial Planning | Get support for budgeting, debt, retirement, taxes, insurance, and more. |
| Tech-Enhanced Access | Schedule check-ins and track progress through a digital dashboard. |
| No Asset Minimums | Accessible for all—no large investment account required to get started. |
Who Is It For?
- Individuals and families seeking affordable, ongoing financial advice
- People who want a fiduciary CFP® without traditional wealth minimums
- Those looking for full-spectrum financial guidance—not just investment help
Pricing & Fees
- Annual Membership Fee: $1,000–$6,000 depending on complexity
- Fee Type: Flat-rate, not based on assets under management
- Includes: Unlimited access to your CFP® and comprehensive financial planning
Trust & Security
- Registered with the SEC as an investment advisor
- All planners are licensed fiduciary CFP® professionals
- Committed to data privacy and financial transparency
FAQs about Facet Wealth
How does Facet Wealth pricing work?
Facet charges a flat annual fee based on the services you need. It ranges from $1,000 to $6,000 per year, with no percentage-based fees.
Is Facet Wealth a fiduciary?
Yes, all Facet advisors are Certified Financial Planners® who operate as fiduciaries—legally obligated to act in your best interest.
Can I get investment advice through Facet?
Yes, your advisor will help you build and manage a long-term investment strategy, although Facet does not directly manage accounts.
Is there a minimum investment required?
No. Facet Wealth does not require any asset minimums to access its planning services.
| Advisory Style | Human Advisor |
|---|
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