Facet Wealth

Facet Wealth disrupts the traditional AUM (Assets Under Management) model by charging a flat annual subscription fee for comprehensive financial planning. This removes the conflict of interest inherent in percentage-based fees, ensuring that your advisor is truly focused on your goals rather than just your portfolio size. They provide a dedicated CFP who helps with everything from retirement income strategies to tax planning and estate coordination. It is an excellent choice for those who want high-quality, personalized advice without paying a percentage of their life savings.