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Why Facet Wealth?
We know that life is busy, so we meet you where you are, when you need us. You will have access to your advisor at a time and place that works for you via video conferencing.
Though we do that, too. We believe that a healthy relationship with your finances starts with a deeper understanding of them. Through this, you will develop long-term financial well-being.
We charge a low, flat annual fee based on the complexity of your finances, not your assets under management. There are no hidden fees, and the price doesn't increase when your assets do.