We're on a mission to make quality financial planning accessible to everyone, not just the wealthy. At Facet, we combine cutting-edge technology with certified financial planner expertise to deliver personalized advice at a flat membership fee - no hidden commissions, no surprises. Our team of CFP® professionals works with members to create comprehensive financial roadmaps that cover every aspect of their lives, from retirement and investing to family planning, career moves, and even saving for that dream vacation.
Founded in 2016, we've grown to serve over 20,000 members who trust us to help them navigate life's financial complexities. We believe that unbiased advice should be available to everyone, which is why we built our entire model around removing conflicts of interest. Our planners aren't incentivized by how much money you manage with us - they're focused solely on helping you achieve your goals, whether that's buying a home, starting a business, or planning for your children's education. We're proud to have been recognized as the #1 Best Financial Advisory Firm by USA TODAY in 2025, but what really matters is the financial confidence our members feel every day.
