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Facet’s wheelhouse is delivering sophisticated financial planning to clients traditional advisors are typically trying to offload. Read More Facet brings a white-glove experience to clients who want a more holistic wealth management solution. We seek to show the world—our clients, the financial servicesindustry, and ourselves—what is possiblewith the next generation of financial life management. The tools that we build and the services thatwe provide tangibly improve people’s lives. Harry serves as a lead planner and the Head of Growth at Facet Wealth. In his role, Harry manages a team dedicated to onboarding new Facet clients. Prior to Facet, Harry worked at an independent wealth management firm consulting with ultra-affluent families on sophisticated estate tax. Facet Wealth Review. Facet Wealth is offered by Facet Wealth Inc, a financial services company founded in 2016 and based in Baltimore, MD. Facet Wealth is available in 50 states and Washington, DC. What wealth management fees does Facet Wealth charge? Facet Wealth uses a fee-only model..

15/08/2019 · Facet Wealth was designed for people who want a comprehensive, tailored financial plan and professional advice, but can’t afford the services offered by traditional financial management. Facet Wealth is a financial life management firm that aims to harmonize technology with smart financial advice to provide clients with sub-million-dollar net worth access to individualized financial planning. Anders Jones, CEO, explains why Facet Wealth has chosen to create their own software for Facet's advisors and their clients. Facet Wealth CFPs examine about 30 different financial aspects like savings plans, cash flow, debt management, retirement planning or income, trust and estate planning, and more. Taking all things into consideration, your CFP will help you reach financial goals, from saving for a large purchase to income planning in retirement. Your Experience as a Facet Client How We Can Help Retirement Planning Simple, Actionable Retirement Plans Saving for retirement can be a daunting task, but it doesn’t have to be. Your Facet advisor will work with you to understand the best ways to save and to prepare for retirement and help put together a step-by-step. Read moreClient.

06/09/2018 · Part of Facet Wealth’s technology planning is that by limiting the asset size of the client, it narrows the range of inputs the algorithms handle. After bringing in a client from another advisor, Facet Wealth runs an onboarding process that gathers up hundreds. Join Our Team Facet’s Commitment A-players: Life is too short to work with people who aren’t rockstars. Data Wins: We are objective to a fault Everyone Has a Voice: Great ideas can come from anywhere. We will always listen Facet’s Values We pride ourselves on the quality of our team and the values that guide. Read moreJoin Our Team. Facet Wealth. 61 likes · 5 talking about this. Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ®.

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