Facet Wealth

Additional information

Fees	$1,800 and up per year (free initial consultation)
Account minimum	$0
Promotion	Get 2 free months off your first year of financial planning.*
Why We Like It	Facet's financial planning services start at $1,800 per year and include customized financial guidance and investment management from a dedicated CFP.
Pros	• Free initial consultation. • Comprehensive, full-service financial planning. • Meetings are held virtually, via phone or video call. • No additional fee for investment management. • Fee-only advice from a designated fiduciary CFP. • No upfront setup fee.
Cons	• Wide fee range makes it difficult for potential customers to estimate costs. • No in-person meeting option.