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Paladin Research Report For:

Facet

400 East Pratt Street
8th Floor
Baltimore, MD 21202
443-376-6222

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.

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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
  • Yes
Acknowledged fiduciary
  • Yes

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Flat Fee