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Paladin Research Report For:

Facet

400 East Pratt Street
8th Floor
Baltimore, MD 21202
443-376-6222

About Facet

At Facet, it's simple. Financial planning should be for everyone (not just the wealthy). It starts with an affordable flat planning fee (which won't change even as your money grows) that sets us apart from traditional firms. Every Facet member works with a CERTIFIED FINANCIAL PLANNER professional who puts you first and will adapt and evolve your personalized financial roadmap as your life and needs change. Book a free, no obligation intro call with Facet today to learn about membership options.

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General Information

Firm Start Year
  • 2016
No. of Employees
  • 100-499
Firm CRD#
  • 285961
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Flat Fee