Facet
400 East Pratt Street
8th Floor
Baltimore, MD 21202
4433766222
About Facet
At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with an affordable flat planning fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.
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General Information
Firm Start Year
2016
No. of Employees
100-499
Firm CRD#
285961
Work with the following types of clients
Individual Investors
Advisory Services Provided
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Flat Fee