Facet
facet.comFinancial planning for the life you want.
Finance & Fintechfinancial-planningcertified-financial-plannerretirementinvestingtax-planningflat-feepersonal-finance
About
Facet is a financial planning membership service that connects users with certified financial planners for a flat, fixed fee. It provides personalized financial roadmaps covering retirement planning, investing, tax planning, and other life goals. The service is positioned as an affordable alternative to traditional AUM-based financial advisory models.
Problem
Traditional financial advisors charge fees based on assets under management, making objective, comprehensive financial planning inaccessible or expensive for many people.
For
Individuals and couples seeking affordable, personalized financial planning and investment advice
How it works
Members pay a flat annual fee to access a dedicated certified financial planner who creates a personalized financial roadmap, offers unlimited messaging, and provides monthly check-ins covering all aspects of their financial life.
Business model
subscription
Status
launched
Company
Facet Wealth, Inc