Facet Wealth, Inc.

EST. AUM
$8,685,903,875

CONTACTS
2

CLIENT ACCOUNTS
47,740

Firm Details

Metro area West Palm Beach
CRD Number 285961
Website facet.com
Client types

Overview

Facet Wealth is a next-generation financial services firm providing high-touch, technology-enabled financial planning. The firm operates on a flat-fee subscription model rather than a percentage of assets, providing mass-affluent households with dedicated CFP professionals and fiduciary-level investment management services.

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See in Dakota

Investment Preferences

See in Dakota

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See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Facet Wealth, Inc.

Platform Details

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