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 is a flat-fee financial planning firm that pairs individual clients with CFP professionals for advice and investing.
facet.comCrawled Oct 15, 2026
Brent Weiss answers a question comparing a 401(k) and an IRA.
Brent Weiss explains how a Backdoor Roth IRA can help people with incomes too high for a conventional Roth IRA, or those seeking to save more for retirement.
By Brent Weiss, CFP, ChFC Brent breaks down the differences between a traditional IRA and a Roth IRA and how to use them to achieve a comfortable, and hopefully less taxing, retirement.https://youtu.be/88U7dIXH_yw
Brent Weiss explains how capital gains on stocks, mutual funds, and other investments can affect taxes.
Facet is building a human-centric approach to financial planning.
Facet is assembling a team of software engineers to use technology to create a more equitable world and build solutions to challenging problems.
Facet lists Core, Plus, and Complete membership plans with annual and quarterly payment options. The page also lists a $300 enrollment fee waived for annual payments and planning meetings and hours.
Facet says traditional stocks and bonds meet most investors’ needs, while high-quality alternative investments may improve diversification and returns. It also notes that alternative investments carry risks, including illiquidity and difficulty accessing them.
The page compares dynamic and static investment strategies and notes that target-date funds may overlook personal goals.
The page covers donor-advised funds, avoiding capital gains tax on donations, and building a charitable legacy.
The page describes passkeys and says switching from traditional passwords can protect accounts from phishing and breaches.
Facet’s leadership team includes executive leaders, tech pioneers, and financial experts.
Facet describes its approach to financial planning as human-centered and focused on providing an objective financial partner for needs such as employee compensation, tax planning, and buying a first home.
The page features the founding story and personal mission of Anders Jones, Facet’s CEO and co-founder.
Brent Weiss is Head of Financial Wellness and Co-Founder. Brent says his grandfather worked into his 80s, never had a retirement, and worked to give his children and grandchildren better lives and opportunities.
Patrick McKenna, Facet’s executive chairman and co-founder, shares a founder story about growing up in a small town with a single mother.
Financial advice from CERTIFIED FINANCIAL PLANNER professionals at an affordable flat fee. Includes financial planning, retirement planning, and investing.
Facet Wealth reports **56% growth in 2025**, reaching **$6 billion in assets** after a 2024 restructuring. The Baltimore-based virtual RIA pivots toward 'survivability,' but analysts suggest its 'category-killer' and 'next-Schwab' aspirations may have weakened due to vendor cuts and operational resets. The founder, however, dismisses concerns over the shift in strategy.
May 2026RIABizNews article
Facet Wealth partners with Props to access data-driven insights on creator marketing and brand performance. The collaboration aims to enhance authentic advertising strategies for brands. Props provides tools analyzing creator-driven campaigns and audience engagement metrics.
Apr 2026props.coNews article
Facet Wealth secures a $35 million loan following three years of disciplined cash management. The Baltimore-based firm now manages subscriptions for 55 advisors serving 15,000 clients, falling short of its 2021 goal of 24,000 clients. Despite slower growth, advisor efficiency improves and cash burn nears zero, prompting analysts to identify potential future advantages.
Nov 2024RIABizNews article
Facet integrates new technology to improve estate planning accessibility. The fintech firm targets broader adoption across different wealth levels through this partnership. The move aligns with Facet’s mission to simplify financial planning processes.
May 2024InvestmentNewsNews article