Facet- Financial Advisor Baltimore, MD

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About Facet

At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with a flat membership fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER^™ professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.

Limited time offer! Get special bonuses up to $1000*
depending on your chosen Facet membership level and renewals; includes a reward to your investment account, waived fees, and more. Expires July 31! Terms & conditions apply.

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General Information

Firm Start Year

2016

No. of Employees

100-499

Firm CRD#

285961

Work with the following types of clients

Individual Investors

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compensation and Fees

Fee Structure

Fee-Only

Compensation Methods

Flat Fee

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Facet