Austin, TX Office
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Facet
Multi-team
Firm-wide stats for Facet
About
Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. Its planning services cover a broad set of areas — portfolio design, retirement and tax planning, estate planning referrals, employer stock and retirement plan guidance, and implementation assistance through recommended third-party providers.
Facet implements model-based asset allocations that rely heavily on exchange-traded funds and, at specified service levels, options such as direct indexing, tax-loss harvesting, a tax-sensitive fixed income approach, and an alternative income strategy for qualified investors. The firm uses technology-driven processes — including proprietary machine-learning algorithms for tax-optimized model implementation and for recommending allocations in non-managed workplace plans — and conducts regular portfolio rebalancing and account reviews.
A distinguishing feature relative to most multi-team advisers is that Facet does not charge percentage-of-assets-under-management fees and instead uses a flat subscription planning model that includes investment management, while certain services (for example, direct indexing) involve separate third-party recordkeeping charges. Other notable aspects include institutional ownership by Warburg Pincus and Durable Capital, a principal operational relationship with Apex (which also has an investor relationship with the firm), and an explicit Total Financial Life Resources framework that the firm uses to integrate planning across its multi-advisor platform.
Based on Facet
Expertise
Based on Facet
Location
Austin TX
Advisors at this office
3
Advisors at this office
Carsten M
CFP®, Series 63
Austin, TX
Facet
Carsten Murgas is a CFP® certified financial advisor with two years of industry experience, currently serving at Facet in Austin, TX. His prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Paul Ludacka, and TD Ameritrade Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a range of wealth levels, using technology-driven processes and model-based asset allocations primarily comprised of exchange-traded funds. The firm emphasizes a flat subscription fee model and integrates comprehensive financial life resources across its multi-advisor platform.
Kyle M
CFP®, Series 63, Series 66
Austin, TX
Facet
Kyle Meaux is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to build, implement, and maintain strong financial plans aimed at helping them work toward their life goals. He has held multiple positions at Fidelity Investments since 2019, progressing through roles including Financial Consultant I, Planning Consultant, Workplace Planning Consultant I and II, Junior Business Analyst, Investment Solutions Representative, and Customer Relationship Advocate. This experience has provided him with a broad understanding of financial planning and client service. Outside of work, Kyle's personal interests include the beach, comedy, football, movies, and traveling.
Aashka S
CFP®, Series 66
Austin, TX
Facet
Aashka Singh is a CFP®-credentialed financial advisor at Facet with nine years of industry experience. Her prior roles include positions at Cresset Asset Management, Ameriprise Financial Services, and Robert W. Baird & Co. Incorporated. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a wide range of wealth levels, primarily through remote channels and a proprietary web platform. The firm employs model-based asset allocations focused on ETFs and uses technology-driven processes, including machine-learning algorithms, to optimize tax-efficient investing and portfolio management.
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