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Facet offers virtual, full-service financial planning from dedicated certified financial planners. The company charges a flat annual fee based on the complexity of a member's planning needs. The ...

Facet Wealth is formally launching its flagship tech-advisor hybrid, a financial-advice-as-a-service for employers. The firm made the announcement in an email to WealthManagement.com, while noting ...

If the traditional financial planning industry isn't worried about the Facet Wealth business model, it isn’t paying attention. Facet, which was founded in 2016 with $60 million in venture capital ...

Tech-advisor hybrid Facet Wealth is making a concerted push to build and strengthen its certified financial planner workforce with the hiring of Tyler Craig, formerly a senior manager at Vanguard’s ...

Facet Wealth, an up-and-coming digital wealth management platform, landed $33 million in funding with the premise of providing holistic, personalized financial advice to the mass affluent. Unique to ...

Selection concludes an extensive nationwide search for a partner to provide conflict-free financial advice to thousands of deputy sheriffs Facet Wealth is a next-generation financial services company ...

Facet Wealth, the flat-fee wealth management fintech for mass affluent clients, is rethinking what an office will look like once its employees feel comfortable meeting in-person again. As for now, ...

BALTIMORE--(BUSINESS WIRE)--Today, Facet Wealth (“Facet”), a next-generation financial services company, announces its partnership with Vestmark, a leading provider of portfolio management and trading ...

SAN FRANCISCO & BALTIMORE--(BUSINESS WIRE)--Finding common purpose in delivering affordable, comprehensive financial life management services to the mass-affluent, Facet Wealth today announces it will ...

Facet Wealth, the flat-fee wealth management fintech for mass affluent clients, is rethinking what an office will look like once its employees feel comfortable meeting in-person again. As for now, ...