Ft. Collins, 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
Ft. Collins CO
Advisors at this office
2
Advisors at this office
Benjamin T
CFP®
Ft. Collins, CO
Facet
Benjamin Tesson is a CFP® professional with three years of industry experience, currently advising at Facet in Ft. Collins, CO. He previously worked at Plancorp, LLC for four years and spent two years at the University of Missouri, Columbia. Facet serves individual members across a range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial planning using a Total Financial Life Resources framework and discretionary asset-allocation programs primarily based on ETFs.
Reed S
CFP®, Series 63, Series 65
Fort Collins, CO
Facet
Reed Salony is a CFP® with 11 years of industry experience, currently advising at Facet in Fort Collins, CO. His prior roles include positions at Empower Financial Services, Personal Capital Advisors Corporation, and Lincoln Financial Advisors Corporation. Facet serves individual members across various wealth levels through tiered, subscription-based financial planning and investment services. The firm delivers holistic financial planning using a Total Financial Life Resources framework and primarily utilizes ETFs and tax-optimized strategies, operating at scale with about 84 advisors and $7.6 billion in discretionary assets under management.
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