Facet

400 East Pratt Street
8th Floor

Baltimore, MD 21202

443-376-6222

Financial planning as it should be

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

Services

Investment Types

Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Email, Phone, Video Conference

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Flat Fee

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