What is the fee for Facet Wealth?
Facet Wealth fees range from $1,200/year (which is $100/month) – $6,000/year (which is $500/month) – and most clients fall in the middle of that range depending on the complexity of your financial landscape. They offer seven levels of services with prices that increase with the level of services rendered.
Where is facet Wealth located?
Is facet a fiduciary Wealth?
In addition to being full-time Facet employees, all of Facet's CFPs are fiduciaries, which means they are required to make recommendations that place the client's interests above the firm's.
When was facet Wealth created?
How do I cancel facet Wealth?
A fiduciary is a person that is legally responsible for another person's assets. In this case, your CFP has a fiduciary responsibility to make financial decisions that would benefit you. How do I cancel my Facet Wealth policy? Contact your CFP and ask to cancel your policy.
Does facet Wealth do taxes?
Facet provides tax guidance for all aspects of your financial plan and works with outside tax professionals to ensure you get the best advice for your situation. Facet CFPs do not provide tax preparation services, but you can get tax preparation as an additional service.
Is facet Wealth a robo advisor?
One of the big benefits of using Facet Wealth over a robo-advisor is Facet Wealth's comprehensive planning offerings. Rather than focusing only on managing and growing your assets, Facet Wealth can help you with other important parts of your financial plan as well.
How many employees does facet Wealth have?