Facet Wealth
Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated May 5, 2026.
Virtual Fee-Only Financial Planning for Modern Professionals
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Claim This Profile →About Facet Wealth
Facet is a virtual-first fee-only RIA providing comprehensive financial planning and investment management to professionals and families nationwide. Unlike traditional advisors, Facet charges flat membership fees instead of AUM percentages, making sophisticated financial planning accessible to a broader range of clients. Each client gets a dedicated CFP® professional who provides ongoing, personalized guidance across all aspects of their financial life.
Services & Specialties
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