Facet Wealth review: Should you use it?
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- Facet Wealth is best for someone who needs comprehensive financial planning and has modest or sizable assets, although there is no minimum balance requirement.
- The firm offers the same services as a standard financial-planning firm, except that it’s all done virtually — meetings take place via phone or video calls, and data gathering is done by email and in an online portal.
- Facet Wealth uses a goals- and values-based approach and emphasizes implementing recommendations at the client’s pace.
- Clients pay a fixed, flat fee on par with the industry average for ongoing access to a dedicated Certified Financial Planner, and the first three onboarding meetings are free.
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