Facet Wealth
Facet is a flat-fee financial planning firm that pairs individual clients with CFP professionals for advice and investing.
- 310
- Company
- West Palm Beach, FL, USUnited States
Facet offers financial planning, investing, retirement, insurance and tax services. The firm sells flat-fee memberships that cover financial planning, retirement and investing, and it includes investment management in the membership rather than charging a separate fee on assets.
Facet positions its flat fee against the assets-under-management model, the approach it says it was built to replace, and presents itself as a fiduciary that includes investment management in the membership.
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Quick Facts
Who are Facet Wealth's competitors?
Companies similar to Facet Wealth include Moneyfarm, Endowus, Fruitful and Range.
When was Facet Wealth founded?
Facet Wealth was founded in 2016.
Where is Facet Wealth's headquarters located?
Facet Wealth's headquarters is located in West Palm Beach, FL, US.
How much disclosed funding has Facet Wealth raised?
As of the latest available date, Facet Wealth has disclosed funding of $168M (USD). Undisclosed round amounts are excluded.
How many employees does Facet Wealth have?
Facet Wealth has 310 employees as of Feb 5, 2024.
Classification
- Ownership
- Technology
- Geographic Exposure
- Model
- Revenue
- Customer
- Headquarters
- 2054 Vista Parkway
- Suite 400
- West Palm Beach, FL, 33411
- US
- NAICS
- 520000Finance and Insurance
- SIC
- 6000Depository Institutions
- Industry
- —Financial Services Companies
- —Investment Companies
Show 7 more industry codes
- NAICS
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6722Management Investment Offices, Open-end