A complete list of active advisors currently associated with Facet

Warmer can help you find a great advisor at Facet or one who fits your needs even better.

Facet Wealth serves individual clients across a range of wealth levels through subscription-based financial planning memberships that include discretionary investment management as part of the offering. Services described in the brochure include holistic financial planning, portfolio design and management, tax and estate planning coordination with third-party providers, retirement and employer-plan guidance, and access to a high-yield cash sweep program. Facet’s investment approach centers on model asset allocation using primarily ETFs, with technology-enabled enhancements such as direct indexing (delivered via a sub-advisory arrangement), tax-loss harvesting, and a tax‑optimized implementation algorithm that incorporates members’ legacy taxable holdings. The firm also offers strategies for tax-sensitive fixed income, an alternative income sleeve for qualified investors, and a proprietary recommendation system to advise on non‑managed employer plan menus. Notable distinctions for an enterprise adviser include operating on flat membership/subscription fees rather than a percentage‑of‑AUM advisory fee and limiting its client base to individuals (it does not serve corporate or business clients). The firm is backed by institutional investors, runs a largely remote service model while maintaining multiple custodian relationships (with a primary operational relationship with Apex), and emphasizes machine‑learning and platform integration in its implementation and client‑service workflows.

To learn more about the advisors currently working at Facet, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.