Facet
Parent Rankings Score
Your own dedicated CFP — without the assets-under-management markup
$2,400–$8,000/year flat fee
Why We Like It
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.
Editor's Verdict
Best Flat-Fee Advisor in financial advisors.
8.9/10
Pros & Cons
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
Score Breakdown
Overall Score
8.9
Services were evaluated on fee structure and transparency, investment strategy quality, access to human advisors, family-specific planning tools, and minimum investment requirements.
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