Denver, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$7,603,700,943
ClientsTotal clients
14,741
AdvisorsAdvisors at this office
2
Of 87 advisors across 82 offices
Location
Denver CO
Advisors at this office
2
Advisors at this office
Jacob F
CFP®, Series 63, Series 66
Denver, CO
Facet
Jacob Fischer is a CFP® with seven years of industry experience and is currently an advisor at Facet in Denver, CO. He has previously worked at Charles Schwab Bank SSB, Charles Schwab & Co., Inc., HighTower Advisors, and Real Property Appraisals, PC. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through its Total Financial Life Resources (TFLR) framework and discretionary asset-allocation programs that primarily use ETFs, operating without percentage-of-AUM investment fees.
Christopher M
CFP®, Series 63, Series 65
Denver, CO
Facet
Christopher Millius is a CFP® with eight years of industry experience, currently serving as a financial advisor at Facet Wealth since 2021. Prior to Facet, he worked at Ernst and Young from 2019 to 2021 and Prudential Advisors from 2017 to 2019. Facet Wealth provides subscription-based financial planning and discretionary investment management services to individual members across a wide range of wealth levels. The firm employs a holistic financial planning approach using its Total Financial Life Resources framework and focuses on technology-driven portfolio management with primarily ETF-based strategies.
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