AdFi
F

Facet

About us

We founded Facet in 2016 because we saw that the traditional financial industry was fundamentally broken. The idea struck us after years of watching our friends and family get shut out, as financial advice was expensive, confusing, and explicitly catered to high net worth individuals, leaving the re...

Clientele

Teachers
Business Owners
Divorcees
Surviving Spouses
New Investors
Corporate Executives
Startup Employees
Inheritors
LGBTQ+
Government Contractors
Entrepreneurs
Nurses
Tech Sales
Veterans & Active Duty Military
Professional Athletes
Real Estate Developers
First Responders
Building Industry Professionals
Software Engineers
High Net Worth Individuals
1st Generation Americans
Retirees
Tech Employees
Real Estate Agents
Wealthy Families
Dentists
Women in Tech
Businesswomen
Attorneys & Paralegals
Single Mothers
Healthcare Workers
Doctors
Partners at Law Firms

Services Provided

Specialties and Expertise

Pricing Models

Disclosures and Proof of License

SEC Profile

Facet Disclosure

Facet is a RIA with the SEC. This isn’t an offer to sell securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.

AdvisorFinder Disclosure

AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.

Profile Last Updated: December 2, 2025