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Matthew I
CFP®, Series 63, Series 66
West Jordan, UT
Facet
Matthew Ivester is a CFP® professional at Facet with five years of industry experience. He previously worked at Fidelity Investments and Fidelity Brokerage Services. His background also includes roles at Utah Valley University and other organizations outside finance. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a broad range of service levels. The firm emphasizes model-based asset allocations using exchange-traded funds and technology-driven processes, and it employs a flat subscription fee structure rather than traditional assets-under-management fees.
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