Facet Wealth

Additional information

Fees

$1,800 and up per year (free initial consultation)

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.

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