Overview

Facet Wealth provides personalized and affordable financial planning services for individuals and families through a flat-fee membership. Clients pay a set fee for access to a team of Certified Financial Planner (CFP) professionals who deliver unbiased, holistic financial guidance across life events like starting a business, buying real estate, planning for a family, investments, and retirement, with no commissions or product sales. The flat-fee model and direct CFP access distinguish Facet Wealth from traditional advisors by removing hidden costs and conflicts of interest, offering transparent, comprehensive planning. The company aims to make professional financial planning accessible to more people and become a trusted, preferred choice in the financial advisory market.