Facet is a financial advisory firm founded in 2016 that delivers objective, personalized financial advice through a technology-enabled platform. The company removes asset minimums and provides holistic financial planning that addresses how money impacts all aspects of life, going far beyond traditional investment management. Their service model features CFP® professionals supported by proprietary technology and best-in-class support teams, offered at an affordable flat membership fee. Facet has earned national recognition including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek's list of America's Top Financial Advisory Firms 2025.
Industry
Financial Services
Founded
2016
Beta · Sourced from candidate reports
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