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This Facet Wealth Management review for 2025 dives deep, revealing if their service meets your financial goals.

Facet Wealth Management Review (2025)

Disclaimer: This website and its content are for informational purposes only and is not financial advice.

Introduction to Facet Wealth Management

In the evolving landscape of personal finance, individuals are increasingly seeking out accessible and comprehensive guidance to manage their wealth.

Among the various options available, Facet Wealth Management has carved out a distinct niche, particularly appealing to those who appreciate a modern, transparent approach to financial planning. This review will delve into the core aspects of Facet Wealth Management, offering a thorough understanding of their services, fee structure, and overall value proposition in 2025.

The Flat-Fee Model of Facet Wealth Management

At its heart, Facet Wealth Management aims to make expert financial planning more attainable. Unlike many traditional financial advisors who often base their fees on a percentage of assets under management, Facet Wealth Management employs a flat-fee subscription model.

This innovative pricing structure means that clients pay a set annual fee for services, regardless of the size or growth of their investment portfolio. This can be a significant advantage, particularly for those with growing assets, as the fee remains predictable and does not increase simply because their wealth does.

This emphasis on clear, upfront pricing is a hallmark of Facet Wealth Management and stands in contrast to some of the more opaque fee structures found elsewhere in the industry.

Services Offered by Facet Wealth Management

When considering the services offered by Facet Wealth Management, it becomes clear that their approach is holistic. They focus on comprehensive financial planning that extends beyond mere investment management. Clients working with Facet Wealth Management gain access to CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals.

These advisors are fiduciaries, meaning they are legally and ethically bound to act in their clients' best interests, providing unbiased recommendations. This is a crucial distinction and offers peace of mind to clients seeking trustworthy advice.

The services provided by Facet Wealth Management typically encompass a wide range of financial needs. This includes retirement planning, helping clients map out their goals for later life and develop strategies to achieve them.

They also assist with savings and debt management, helping individuals create budgets and develop plans to reduce debt and build a stronger financial foundation. Investment management is, of course, a key component of Facet Wealth Management's offerings, with advisors typically focusing on low-cost, diversified portfolios.

Additionally, clients can receive guidance on tax-savings strategies, insurance planning, and even education planning, making Facet Wealth Management a truly integrated solution for various life stages and financial complexities.

Updated Jun 2nd, 2025

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The Virtual Approach of Facet Wealth Management

A notable aspect of Facet Wealth Management is its virtual-first model. All client interactions, from initial consultations to ongoing meetings, are conducted remotely through video conferencing and unlimited messaging.

This virtual setup provides considerable convenience and flexibility, allowing clients to connect with their dedicated financial planner from virtually anywhere. This digital accessibility is a significant draw for many contemporary individuals and families who prefer the ease of online engagement.s

Client Experience and Industry Recognition

Client feedback often highlights the personalized nature of the service, despite the virtual environment. Many appreciate the direct access to a human CFP® professional who can tailor advice to their unique circumstances. The flat-fee structure also resonates with those who feel traditional percentage-based fees can become disproportionately high as their assets grow.

While some reviews mention the adjustment to a fully virtual relationship, the overall sentiment points to a firm committed to providing comprehensive financial planning without the hidden costs or complexities often associated with traditional models.

It is important to note that Facet Wealth Management has demonstrated significant growth and industry recognition. For instance, in April of 2025, they were ranked among the top financial advisory firms by a prominent national publication, indicating their rising standing in the wealth management sector. This recognition underscores their commitment to providing valuable and accessible financial planning services.

Key Takeaways

In summary, Facet Wealth Management presents a compelling option for those seeking a transparent, comprehensive, and accessible approach to financial planning in 2025. Their flat-fee model, commitment to fiduciary advice, and broad range of services delivered by dedicated CFP® professionals make them a strong contender in the modern wealth management landscape.

For individuals looking for expert guidance that prioritizes their best interests and offers predictable costs, exploring Facet Wealth Management could be a highly beneficial step toward achieving their financial goals.

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By Jordan McCaleb, Investment Researcher