Facet

Facet Wealth, Inc. is a registered investment adviser established in 2016, offering financial planning services tailored to individual members' needs. Membership levels range from Foundations to Complete, with services including financial goal setting, investment management, retirement planning, and more. Fees for financial planning services typically range from $1,000 to $7,000 annually. Facet also provides non-investment implementation services and retirement plan rollover recommendations. The firm does not charge additional fees for investment management services. Facet manages assets totaling $3,865,037,052 as of January 2025, focusing on a holistic financial planning approach. Investment strategies include asset allocation programs and tax-optimized model implementation. Facet offers tax-sensitive fixed income strategies, short-term strategies, and ESG investing options. The firm does not accept performance-based fees and primarily uses ETFs for investment management. Facet engages in regular account reviews, rebalancing, and provides access to account information through its web-based platform. Members have the option to pay fees monthly, quarterly, or annually. Facet does not participate in wrap fee programs and does not vote member proxies. For any questions, the Chief Compliance Officer, Christopher Hufman, is available for assistance.