$2,400–$8,000/year flat fee· #5
Get Free Consultation →Facet (formerly Facet Wealth)
Facet
Your own dedicated CFP — without the assets-under-management markup
Facet's flat-fee model eliminates the conflict of interest inherent in percentage-based AUM fees. Your dedicated CFP has no incentive to grow your portfolio beyond what's right for your family — and their comprehensive planning scope covers taxes, insurance, and estate alongside investments.
✓ Pros
- Dedicated CFP assigned to your family — not a team rotation
- Flat annual fee means advisor's incentive isn't tied to your account size
- Comprehensive planning: investments, taxes, insurance, estate
✕ Cons
- Flat fee can be expensive for smaller portfolios
- No minimum investment but annual fee starts at $2,400
Scores
Overall
8.9
Safety
9.2
Value
8.7
Ease
9
Quality
9.1
Specifications
minimum Investment$0
annual Fee$2,400–$8,000 flat
human Advisor Accesstrue
cfp Certifiedtrue
comprehensive Planningtrue