Kent Delph
Advisor at Facet
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Facet
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Plainfield, IN
Credentials
CFP®, Series 66
Industry experience
8 years
Kent Delph is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Facet. His career includes roles at Charles Schwab and Integrated Planning and Wealth Management before joining Facet in 2021. Facet serves individual members across a range of net worth levels through subscription-based financial planning that includes investment management. The firm utilizes model-based asset allocation with ETFs and supplements this with advanced strategies such as direct indexing and tax-loss harvesting, supported by technology-driven processes and a flat subscription pricing model.
Based on Facet
Flat membership fees ranging from $900 to $10,000 annually, billed monthly, quarterly, or annually in advance depending on membership level and payment period selected. $300 enrollment fee charged if billing cycle is other than annual (waived for Foundations members).
Account minimum: $500 initial purchase for investment accounts; $0 minimum for High-Yield Account Fee-only: Financial planning fees generally range from $900 to $10,000 annually on a flat membership fee, subscription basis depending on the planning needs of the member. No additional fees for investment management.
Plainfield, IN
Indiana · Texas
Facet Wealth
2021 - Present (5 years)
Facet Wealth
2021 - Present (5 years)
Evans May Wealth
2021 - 2021 (1 year)
Integrated Planning And Wealth Management
2020 - 2021 (1 year)
Charles Schwab Bank
2018 - 2020 (2 years)
Charles Schwab
2017 - 2020 (3 years)
IUPUI
2013 - 2017 (4 years)
Gray Brother Cafeteria
2011 - 2017 (6 years)
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Insurance agent
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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