Review by
FinancialAdvisorsWorld Editorial Team
2025-09-25
Pros
- No minimum balance requirement for financial planning services, enhancing accessibility
- Three flexible membership tiers (Core, Plus, Complete) tailored to diverse financial needs
- Direct virtual access to Certified Financial Planners (CFP®) for personalized advice
- Technology-driven platform streamlining financial roadmap creation and management
- Affordable pricing compared to traditional advisors, with transparent fee structures
- Dedicated professional support backed by expert teams for comprehensive guidance
Cons
- Managed portfolios require a $500 minimum balance, which may limit some investors
- Virtual-only model may not suit clients preferring in-person consultations
- Membership tiers could confuse users unfamiliar with tiered financial services
- Limited historical track record compared to established firms, founded in 2016
Experience
Facet Wealth delivers a seamless, user-centric experience by integrating advanced technology with human expertise. Clients begin with an initial consultation to assess financial goals, followed by assignment to a dedicated CFP® who develops a customized financial roadmap. The virtual platform facilitates ongoing communication, portfolio monitoring, and plan adjustments. Membership tiers offer scalability: Core covers essential planning, Plus adds investment management, and Complete provides holistic wealth strategies. The firm's emphasis on education and proactive support ensures clients are equipped to navigate major financial decisions, from retirement planning to tax optimization, with confidence and clarity.
Recommendation
Facet Wealth is highly recommended for individuals seeking affordable, technology-enhanced financial planning without the high barriers of traditional advisors. Its no-minimum-balance approach and tiered memberships make professional guidance accessible to a broad audience, while virtual CFP® access ensures quality advice. Ideal for tech-savvy users and those with evolving financial needs, though those requiring hands-on portfolio management should note the $500 minimum for managed assets.
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