Should You Hire a Facet Wealth Advisor?

With Facet Wealth, you can receive many of the services you need at a price you can afford.

Facet Wealth is a financial planning firm that offers its services through financial advisors online and by phone at a lower cost than many traditional wealth management firms.

What is Facet Wealth?

Who Do Facet Wealth Financial Advisors Primarily Serve?

Their typical client is someone who may have steered away from financial planning services in the past because they didn’t believe the benefits were worth paying a percentage of their assets.

Why Should I Choose Facet Wealth Instead of a Robo-Advisor?

It’s important to note that a robo-advisor can’t replace an experienced financial professional. A financial advisor will get to know you on a personal level and help you create a financial plan that aligns with your goals. Robo-advisors are tools that help you with your finances, rather than financial planners who have years of knowledge and relevant experience.

What is the Facet Wealth Experience Like?

If you’d like to work with a Facet Wealth financial advisor, you’ll need to schedule an initial phone call.

If you decide to become a Facet Wealth client, you’ll receive access to an online portal and asked to enter your financial account credentials.

What are the Requirements to be a Facet Wealth Advisor?

All Facet Wealth advisors are CFPs.

They also have either 6,000 hours of qualifying experience in the financial planning field or 4,000 hours of experience as an apprentice.

Before you take the plunge and hire a Facet Wealth advisor, consider the pros and cons of doing so.

Should I Hire a Facet Wealth Advisor?

How Much Does it Cost to Hire a Facet Wealth Advisor?

The services you select will determine the price of your Facet Wealth advisor. Its fees range from $1,800 per year or $150 per month to $6,000 per year or $500 per month.

More Related Articles

Personal Finance Apps Used by Personal Finance Experts

SEC Marketing Rule: Promoting Testimonials and Endorsements to Attract New Clients

The Boring Way to Become a Millionaire