Facet Wealth offers financial planning services through different membership levels, which include financial goal setting, portfolio design, investment management, and tax planning. Facet does not charge a separate fee for investment management, as it is included in the membership. Facet's financial planning fees range from $900 to $10,000 annually on a flat fee, subscription basis. Facet primarily uses exchange-traded funds (ETFs) for investment management.
Fee Structure
Facet Wealth includes investment management as part of its financial planning membership. There are no additional fees for investment management services. The firm offers different service levels with varying features, but investment management is included in all tiers. Facet does not offer standalone investment management services.
