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Last Updated: 06/26/2025

Facet Wealth

in Wealth Management Companies from Facet Wealth Inc

Last Updated: 06/26/2025

Facet Wealth Inc logo
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Community Rating

Mostly recommended

Minimum Initial Investment

$0

Annual Advisory Fee

N/A

Number of Reviews

10
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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).

Key Takeaways

    Facet Wealth Pros & Cons

    Facet Wealth FAQ

    What wealth management fees does Facet Wealth charge?

    Facet Wealth uses a fee-only model .
    Fee-only model. The main advantage of this model is clients don't have to worry their wealth managers are influenced by commissions when making financial recommendations. Fee-only advisors have a fiduciary duty toward their clients. That means they are legally required to put their clients' interests first and cannot sell them a product they don't need or that goes against their goals or risk tolerance.

    What are the investment expense ratios of Facet Wealth?

    Hiring an wealth management firm with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved.
    Facet Wealth does not charge fees based on an investment expense ratio.

    What are the annual management fees of Facet Wealth?

    Facet Wealth charges an annual management fee that starts at $1,200 and ranges up to $6,000 .

    What wealth management services does Facet Wealth offer?

    Wealth management companies typically offer a wide selection of services. Facet Wealth Inc provides the following:

    What investment vehicles does Facet Wealth offer?

    A well-balanced portfolio should include a mix of investments, such as stocks, bonds, real estate, and other investment vehicles. It should also contain assets with varying levels and types of risk to help minimize the overall impact if one of the portfolio's assets loses its value.
    These are the investment options Facet Wealth Inc offers its clients.

    What is the minimum amount you have to invest to open an account with Facet Wealth?

    Facet Wealth does not have a minimum amount to open an account. The median account with Facet Wealth has $75,000 under management.

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    Facet Wealth Inc logo

    Message from Facet Wealth

    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
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