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Facet Wealth Inc (Company)

Mostly recommended10 total votes across 1 product

7 users recommend

3 users don't recommend

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Facet Wealth
Mostly recommended
10 Reviews
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Facet Wealth Inc Review

Facet Wealth Inc was founded in 2016 and is based in Baltimore, MD.

Learn more about Facet Wealth Inc and its products by browsing the services it offers. You can also read our community reviews and hear what others have to say about their experience with Facet Wealth Inc.

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Message from Facet Wealth Inc

Facet Wealth is a national financial planning firm focused on delivering meaningful advice to its clients that goes beyond investment management. Each Facet Wealth advisor is a Certified Financial Planner (R) Professional who works with clients to develop a custom financial plan for short and long term goals. Facet charges a transparent, flat subscription based fee rather than charging a percentage of assets or by commission.

Contact

Headquarters

509 S. Exeter Street

Baltimore, MD 21202

Email Support

SuperMoney Net Recommendation Score

SuperMoney users mostly recommend this product, giving it a user recommendation score of +40, or 3.8 on a 5-point rating scale.

+40

-1000+100

No one recommends

Everyone recommends

The recommendation score reflects customer satisfaction with a provider. A score of +100 means every customer recommends the provider, while -100 means none of them do. These scores are based entirely on community member votes and are not influenced by partner compensation. SuperMoney removes fake reviews when detected.

Facet Wealth Inc Community Reviews

Would you recommend Facet Wealth Inc to your friends?

T B.

Mar 7, 2024

May or may not recommend

Review for Facet Wealth

I was very dissappointed in the service at Facet. Our advisor frequently used incorrect balances, estimates and even omitted accounts in our portfolio. Our account was never consolidated or balanced as promised. We were assured tax planning strategies and retirement planning would be included but it was not. In fact, when I went to cancel at an exit conversation, I was told that they are not allowed to give tax ...Show More

Jennifer C.

Nov 10, 2023

May or may not recommend

Review for Facet Wealth

Facet’s “planning agreement” is unjust and reflects poor and untrustworthy business practices; it indicates that “the fee paid for the period is in effect regardless of whether the client takes advantage of the services. I was unable to meet with my planner or finish setting up my account and they still continue to charge me even without any services whatsoever. Once they got my money it was radio silence. When ...Show More

Steve G.

Sep 19, 2023

May or may not recommend

Review for Facet Wealth

The interactions we had with you were fine, but super standard and general advice. Not really in depth or "advisory." Customers for a full year and we never quite got the value from the platform we were sold when we signed up. Great salespeople, operators aren't very good. The website is too clunky and since it prevents you from having a clear transparent relationship it just makes the ...Show More

Michael R.

Jul 15, 2023

May or may not recommend

Review for Facet Wealth

Facet Wealth provides a personal advisor who establishes a good relationship with the investor. Answers questions in discussion, answers e mails promptly, has my better interest as priority. Chris is a friendly guy that is always patient to explain the best moves to make in this changing market, as well as balancing my portfolio.

Benjamin A.

Jan 22, 2021

May or may not recommend

Review for Facet Wealth

I won some money through gambling and was thinking of managing it well compared to the previous ones. I tried checking out some wealth management companies, and I saw Facet Wealth. I clicked, and since I've been doing business with them, I have many positive things to say. The easy onboarding process, expert advice on wealth management, help with tax planning are all that I've been enjoying. Plus, ...Show More

Showing 5 of 10 reviews