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Facet Wealth: Smart Financial Planning Solutions

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Kenneth Keith
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Over 10,000 people have chosen Facet Wealth for their financial needs. They like the company’s unique way of planning finances. Facet Wealth is a top choice for managing wealth with smart solutions.

The team at Facet Wealth includes CERTIFIED FINANCIAL PLANNER™ experts. They offer advice on investments, taxes, and more. This is all done without commissions, thanks to a flat-fee model. Clients get to use top-notch technology to keep track of their finances. They also get special offers that help improve their financial health.

Key Takeaways

  • Personalized financial planning solutions from CERTIFIED FINANCIAL PLANNER™ professionals
  • Flat-fee model with no commissions, ever
  • Secure, all-in-one platform to manage your financial life
  • Exclusive partner offers to enhance your financial well-being
  • Comprehensive wealth management services, including investment advice, tax planning, and more

What is Facet Wealth?

Facet Wealth is a company that helps people plan and manage their wealth. They offer personalized advice to help clients reach their financial goals. Their team includes CERTIFIED FINANCIAL PLANNER™ experts and uses advanced technology.

This makes their facet wealth services fit each client’s specific needs and situation.

Key Features

Here are the facet wealth features that make them stand out:

  • They have a team of CFP® experts who work with clients to create tailored financial plans.
  • Their pricing is flat-fee, making their facet wealth services affordable and clear, no matter the investment size.
  • They have a secure, easy-to-use facet wealth platform for clients to manage their finances and see their progress.
  • They offer special deals and discounts for their clients, adding more value.
  • They use the latest facet wealth technology to improve the client experience and make managing finances easier.

Facet Wealth aims to help clients make smart financial choices and reach their goals. They do this with a personalized, all-around approach to facet wealth client experience.

“Facet Wealth is changing the financial planning world. They make top-notch, personalized advice available to more people and families.”

The Facet Wealth Advantage

Facet Wealth was started in 2016 and has become a leader in financial planning. It stands out with its focus on each client’s unique needs and goals. They create financial strategies that fit each person perfectly.

Personalized Financial Planning

What makes Facet Wealth unique is its facet wealth personalized planning. Their team of CFP® professionals works closely with clients. They craft financial plans that match the client’s life, risk level, and future dreams. This facet wealth client-focused approach means every advice and plan is for the client’s benefit.

As facet wealth fiduciary duty requires, advisors act only for their clients’ good. This means clients get advice without bias, helping them make smart financial choices. This trust helps clients reach their facet wealth advantages.

Facet Wealth doesn’t stop at planning. Clients meet with advisors 2 to 3 times a year to keep strategies up-to-date. This ongoing support is key to Facet Wealth’s facet wealth client-focused approach.

Key Facet Wealth Statistics Value
Founded 2016
Members 18,000+
Assets Under Management $2 Billion+
Certified Financial Planners (CFPs) 100+

Facet Wealth combines personalized planning, a strong fiduciary duty, and ongoing support. This approach gives clients the confidence and clarity they need to manage their finances well.

Facet Wealth’s Flat-Fee Model

Facet Wealth offers a clear and affordable pricing model. Clients pay an annual fee between $2,000 to $6,000, based on their financial needs. This facet wealth flat fee approach means no commissions. It makes sure Facet’s advice always puts clients first.

Facet Wealth uses a facet wealth pricing model to help people from all financial backgrounds. Unlike many financial advisors, Facet Wealth doesn’t require a certain amount of money to start working with you. This makes their facet wealth cost structure open to everyone, from those just starting to save to those with a lot of wealth.

Facet Wealth Pricing Details
Annual Fee $2,000 – $6,000
Pricing Model Flat-fee, no commissions
Minimum Account Balance No minimum
Client Profile Individuals and families of all wealth levels

With a facet wealth flat fee model, Facet Wealth stands out. It offers personalized advice and support at a price that’s easy to understand. This makes it a great choice compared to traditional financial advisors and robo-advisors.

facet wealth Fiduciary Advisors

At Facet Wealth, a team of CERTIFIED FINANCIAL PLANNER™ professionals and fiduciary advisors lead the financial planning. They are legally committed to act for their clients’ best interests. This ensures Facet’s advice is free from bias and aimed at meeting each client’s financial goals.

Facet Wealth’s advisors go through strict training and get certified for unbiased advice. They follow the highest ethical standards, putting their clients first. They must reveal any potential conflicts and give advice that benefits the client, not themselves.

Facet Wealth’s certified financial planners have a lot of experience and knowledge. They work with clients to create financial plans that fit their unique situations and goals. With their fiduciary duties and financial planning skills, they help clients reach their financial dreams.

Clients can rely on Facet Wealth for honest and transparent financial planning. With Facet, clients know their financial interests are the main focus. This helps them make smart choices and manage their finances well.

Holistic Wealth Planning

At Facet Wealth, they take a holistic view of financial planning. Their advisors offer guidance on investments, taxes, insurance, and managing cash flow. This approach helps clients meet their short-term and long-term financial goals.

The facet wealth holistic planning begins by understanding the client’s needs and dreams. Then, they create facet wealth goal-based strategies just for them. This could mean saving for retirement, paying off debt, or growing wealth.

Facet Wealth’s advice is more than just about investments. They also help with tax planning, estate planning, and managing risks. This ensures clients’ financial lives are set up for long-term success.

“Facet Wealth takes a truly holistic approach to financial planning, addressing all aspects of a client’s financial life to help them achieve their goals.”

By combining different financial areas, Facet Wealth’s advisors create a complete plan. This plan helps clients make smart financial choices and grow their wealth over time.

Aspect of Holistic Planning Facet Wealth’s Approach
Investments Personalized portfolio construction and management
Taxes Comprehensive tax planning and preparation
Insurance Risk management and coverage optimization
Cash Flow Budgeting and spending analysis
Estate Planning Legacy planning and wealth transfer strategies

Facet Wealth’s facet wealth holistic planning approach gives clients a sense of financial well-being. It helps them feel confident about reaching their long-term goals.

Low-Cost Investment Strategies

At Facet Wealth, we build portfolios with a focus on low-cost ETFs. This method is based on the efficient market hypothesis. It assumes that market prices reflect all available information. By cutting costs and spreading investments, Facet Wealth’s investment approach aims to boost returns for our clients. It follows the key rules of smart wealth management.

Tax-Loss Harvesting

Facet Wealth also focuses on tax-loss harvesting for taxable accounts. This strategy helps optimize clients’ tax liabilities by selling losing investments. These losses can offset gains or up to $3,000 in ordinary income each year. By managing taxes well, Facet Wealth helps clients keep more of their wealth.

Here are some key points about Facet Wealth’s tax-loss harvesting strategy:

  • Facet’s Short-Term Strategy Portfolio Yield: 5.33%
  • Average Maturity of Short-Term Strategy: 1.6 years
  • Short-Term Strategy’s Time to Liquidate: 2 days
  • ESG Portfolio has a 67% lower carbon footprint compared to the entire market

By using low-cost, diverse portfolios and tax-loss harvesting, Facet Wealth offers a facet wealth investment approach. This approach aims to improve returns, reduce taxes, and meet the financial goals of each client.

“Facet Wealth’s investment approach is designed to provide our clients with the best possible outcomes, balancing performance, risk, and tax efficiency.”

Virtual Financial Advice

Facet Wealth knows the value of facet wealth remote planning. It offers great convenience. With facet wealth virtual meetings and facet wealth online access, managing finances is easier. This new way lets clients easily talk to their financial planners, offering a facet wealth convenience not found in traditional meetings.

Facet Wealth focuses on personalized advice. Clients get matched with Certified Financial Planners (CFPs) for one-on-one help. They use secure online tools and video calls to give advice. This means clients can check their finances anytime, without needing to meet in person.

“Facet Wealth’s virtual financial advice has been a game-changer for my family. The ability to connect with our dedicated CFP on our own schedule has revolutionized the way we manage our finances.”

The digital platform at Facet Wealth is more than just a way to save time. It’s a big plus that makes managing money better. With facet wealth online access, clients can look at their investments, talk to their CFP, and make smart choices easily.

Facet Wealth’s facet wealth virtual meetings are great for talking about big financial plans. They offer the support and knowledge clients need. And they do it all with the ease and facet wealth convenience of online meetings.

By using facet wealth remote planning, Facet Wealth leads in financial services. It gives full, personal advice through new online ways. This approach makes things better for clients and shows Facet Wealth’s dedication to using technology for better financial help.

Getting Started with Facet Wealth

Free Consultation

Starting your financial planning with Facet Wealth is easy. The first step is a free, no-obligation consultation with a Facet wealth advisor. They will understand your financial situation and give you an estimate of the annual fee.

If you want to continue, you can sign up for Facet’s services. You’ll be matched with a dedicated Certified Financial Planner (CFP®) professional. This CFP® advisor will help you create a financial plan tailored to your goals and needs.

  1. Schedule a free, no-obligation consultation with a Facet wealth advisor
  2. Discuss your financial situation and receive an estimate of the annual fee
  3. Enroll in Facet’s services and get paired with a dedicated CFP® professional
  4. Collaborate with your Facet advisor to create a personalized financial plan

The Facet Wealth onboarding process is simple and straightforward. It ensures a smooth start to your financial planning partnership. Facet Wealth focuses on transparency and personalized guidance to help you reach your financial goals.

“The Facet Wealth team made the onboarding process incredibly easy. I felt confident and supported every step of the way.”

Facet Wealth Reviews and Ratings

Facet Wealth is a top financial planning and wealth management firm. It has gotten great reviews and high ratings from clients and outside experts. People love its personal touch, clear prices, and the skill of its financial advisors.

Nerdwallet, a big name in personal finance, gives Facet Wealth top marks in many areas. These include fees, advisor access, and financial planning services. Clients say the company really gets their financial goals and makes plans just for them. This helps them work towards financial success over time.

One happy client said, “The team at Facet Wealth has been key in helping me plan for my retirement. They really listened to my financial needs and made a detailed plan that fits my goals. I’m really thankful for their skill and personal care.”

Facet Wealth Review Highlights Ratings
Personalized financial planning 4.9/5
Transparent pricing and fees 4.8/5
Knowledgeable and responsive financial advisors 4.7/5
Comprehensive wealth management services 4.6/5

The great reviews and high ratings from facet wealth client reviews, facet wealth customer satisfaction, and facet wealth third-party assessments show Facet Wealth’s dedication to top-notch financial planning. As it keeps growing and adding new services, it’s clear Facet Wealth is a big deal in the wealth management world.

facet wealth reviews

Facet Wealth for Holistic Wealth Management

Facet Wealth offers a full approach to managing your wealth. They are great for those looking for a complete solution for their finances. They handle everything from retirement planning and tax tips to helping with employee benefits and life changes. Their team of experts, including CFP® professionals, work with you to create plans that fit your financial goals and needs.

Facet Wealth covers many financial planning areas. This includes:

  • Retirement planning and income strategies
  • Tax optimization and preparation assistance
  • Employee benefits analysis and integration
  • Estate planning and legacy planning
  • Investment portfolio management and optimization
  • Insurance and risk management
  • Debt management and credit optimization
  • Education planning and funding
  • Business planning and exit strategies

Facet Wealth takes a full view of your finances. Their CFP® experts create a detailed financial plan for you. This plan covers both your current needs and your future goals. Their personalized service makes them a reliable partner in managing your wealth.

“Facet Wealth has been an invaluable resource in helping me achieve my financial goals. Their team’s attention to detail and commitment to understanding my unique situation has been truly impressive.”

With Facet Wealth, you can trust your finances are in good hands. They let you focus on enjoying life while they handle the complex parts of financial planning.

Service Price
Standard Membership $2,000 annually or $500 quarterly
Dedicated CFP® Team Starting at $3,000 per year
Dedicated Personal CFP® Starting at $6,000 per year

Facet Wealth’s Investment Approach

Facet Wealth uses the efficient market hypothesis to guide their investments. This theory says that market assets are priced right. They use a mix of low-cost ETFs across different asset classes for their portfolios.

Portfolio Construction

The investment committee at Facet Wealth meets often to check and improve client portfolios. They tweak the portfolios to manage risk and grab market chances. This keeps the portfolios in line with their facet wealth investment philosophy, facet wealth asset allocation, facet wealth portfolio design, and facet wealth risk management plans.

Here are the main parts of their portfolio building:

  • Broad Diversification: They spread investments across many asset classes to lower risk and volatility.
  • Low Costs: Using low-cost ETFs helps Facet Wealth keep fees from eating into clients’ returns.
  • Tax Efficiency: They use tax-loss harvesting and other techniques to boost after-tax returns.
  • Risk Management: The investment committee keeps an eye on and adjusts portfolios to manage risk and seize opportunities.

Facet Wealth’s careful and all-around approach to facet wealth portfolio design and facet wealth risk management aims to help clients reach their financial goals. They aim to do this while keeping volatility low and returns high after taxes.

“By focusing on broad diversification, low costs, and tax efficiency, we believe Facet Wealth can help our clients navigate the markets and achieve their financial objectives with greater confidence and peace of mind.”

Facet Wealth’s Client Experience

At Facet Wealth, making sure clients have a great experience is key. Each client gets to work directly with a Certified Financial Planner (CFP®) expert. This expert is ready to help during regular hours, evenings, and weekends. They answer questions and adjust financial plans as needed.

Facet Wealth uses a secure online platform for clients to track their finances easily. They can upload important documents and talk with their advisor anytime. This facet wealth accessibility gives clients the tools and support to reach their financial goals.

The company shines in facet wealth client service and communication. Clients get quick answers to their questions and work closely with their financial team. This makes managing finances a team effort.

In 2020, Facet Wealth’s revenue doubled to $20 million. The company grew its team to about 270 people. This growth lets Facet Wealth improve its facet wealth account management and better serve clients.

Facet Wealth is growing and focusing on its “client experience” team. They aim to meet the changing needs and wants of their customers. By focusing on debt reduction, comfortable retirements, funding college education, and better insurance, Facet Wealth works to make sure its clients succeed.

Facet Wealth is all about putting the client first. They aim to offer financial planning that really changes lives for their growing customer base.

Facet Wealth’s Transparency

At Facet Wealth, being open is key. They give clients clear info on their services, fees, and how they invest. This openness is seen in all they do.

Transparent Pricing Structure

Facet Wealth’s pricing is simple and clear. It’s shown on their website and in client materials. They charge based on how complex your finances are, not how much you have. This makes it easier for clients to plan their finances wisely.

Advisor Qualifications and Disclosures

Facet Wealth’s financial advisors are all CERTIFIED FINANCIAL PLANNER™ professionals. This means clients get advice from top experts. The company also shares any possible conflicts of interest. This helps clients make better choices about the advice they get.

Access to Client Information

Clients at Facet Wealth get all the details on the company’s services, investment plans, and how they get paid. This openness builds trust and makes sure clients know what they’re getting.

“Transparency is a core value at Facet Wealth. We believe that by providing our clients with clear and accessible information, we can build a relationship of trust and help them achieve their financial goals.”

Facet Wealth’s focus on being open is part of their goal to make top-notch financial planning available to everyone in America. By being open, they’re setting a new standard for wealth management.

Conclusion

Facet Wealth is a great choice for people and families wanting personalized financial planning. They have a team of experts who focus on your unique needs. Their approach makes getting top-notch financial advice easy for many.

Their facet wealth summary shows the main perks of their service. These include no minimum investment, clear fees, and full financial planning. The facet wealth value proposition is their tailored advice for each client. This helps clients make smart financial choices.

Facet Wealth’s facet wealth recommendation is excellent for those looking for a full financial planning experience. They blend the skills of CFP® professionals with a focus on the client. This way, Facet Wealth aids clients in securing their financial future and reaching their wealth goals.

FAQ

What is Facet Wealth?

Facet Wealth is a financial planning and wealth management firm. They offer personalized financial advice. Clients get to work with a team of CFP® professionals. They have a flat-fee pricing model and use secure technology for finance management. Plus, they have exclusive partner offers.

What are the key features of Facet Wealth?

The main features of Facet Wealth include:
– Working with a team of CERTIFIED FINANCIAL PLANNER™ professionals
– A flat-fee pricing model with no commissions
– Secure technology for managing finances in one place
– Exclusive offers that help improve financial outcomes

What is Facet Wealth’s personalized, client-focused approach?

Facet Wealth focuses on each client’s unique financial needs and goals. Their CFP® professionals work closely with clients. They act as fiduciaries, meaning they must always put their clients’ interests first. This ensures unbiased advice.

How does Facet Wealth’s flat-fee pricing model work?

Facet Wealth’s pricing is clear and affordable. Clients pay an annual fee, ranging from ,000 to ,000, based on their financial situation. This fee-only model means their advice is always in the client’s best interest.

What are the qualifications of Facet Wealth’s financial advisors?

Facet Wealth’s advisors are all CERTIFIED FINANCIAL PLANNER™ professionals and fiduciaries. This means they must act solely in their clients’ best interests. Their advice is unbiased and free from conflicts of interest.

How does Facet Wealth take a holistic approach to financial planning?

Facet Wealth looks at all parts of a client’s financial life. They offer advice on investments, taxes, benefits, and more. This approach helps clients meet both short-term and long-term financial goals.

What is Facet Wealth’s investment approach?

Facet Wealth uses low-cost ETFs to build client portfolios. This strategy aims to reduce fees and increase diversification. They also offer tax-loss harvesting to minimize tax liabilities.

How does Facet Wealth provide financial planning and advice?

Facet Wealth offers financial planning through digital channels. Clients can use video calls, phone calls, and secure online portals. This makes it easy for clients to manage their finances without needing to meet in person.

How can I get started with Facet Wealth?

To start with Facet Wealth, schedule a free consultation with an expert. They’ll review your financial situation and discuss fees. If you decide to join, you’ll be matched with a dedicated CFP® professional.

What do Facet Wealth’s clients and third-party assessors say about the firm?

Clients and reviewers praise Facet Wealth for its personalized service and clear fees. They appreciate the expertise of their advisors. Nerdwallet, a top finance site, has given Facet high ratings for fees, advisor access, and planning services.

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