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Facet
Overview
Facet is a financial services firm based in the United States, founded in 2016 and employing between 201 and 500 individuals. The company operates primarily in the Finance sector, specifically within investment banking and environmental services for non-profit organizations. Facet emphasizes a client-centered approach to financial planning, offering flat-fee memberships without minimum investment requirements, which distinguishes it from traditional firms that typically charge a percentage of investments. The firm employs CERTIFIED FINANCIAL PLANNER® professionals who provide personalized, fiduciary advice, ensuring that clients receive objective guidance tailored to their individual financial goals. Facet integrates proprietary planning technology to facilitate ongoing client engagement, allowing users to track their financial progress through a secure dashboard. The firm’s investment strategy is designed to align with client objectives, focusing on low fees, tax efficiency, and broad diversification. Overall, Facet aims to provide a comprehensive suite of financial planning services that encompass various aspects of clients' financial lives, ensuring they remain informed and on track toward their goals.