Company Research Report: Facet Wealth, Inc.
Company Overview
- Name: Facet Wealth, Inc.
- Mission of the Company: Facet Wealth aims to provide unbiased, personalized financial planning for every facet of life. The company strives to offer guidance through all life's financial decisions by creating personalized financial roadmaps tailored to individual needs.
- Founded: Facet was launched in 2016.
- Founders: The company was founded by industry veterans Anders Jones, Patrick McKenna, and Brent Weiss.
- Key People:
- Anders Jones, Chief Executive Officer
- Patrick McKenna, Executive Chairman
- Brent Weiss, CFP®, ChFC®, Head of Financial Wellness
- Shruti Joshi, President & Chief Operating Officer
- Vicki Ryan, Interim Chief Human Resources Officer
- Paul Martin, Chief Technology Officer
- Chris Hufman, Chief Administrative Officer & Chief Compliance Officer
- Darshan Patel, Chief Financial Officer
- Bini Lee, Head of Planning & Advice
- Tom Graff, Chief Investment Officer
- Headquarters: 400 East Pratt Street, 8th Floor, Baltimore, MD 21202
- Number of Employees: No information is available
- Revenue of the Company: No information is available
- What is the Company Known For: Facet Wealth is known for financial planning that offers personalized and accessible guidance from CFP® professionals at a flat fee. The company distinguishes itself by serving as a resource for nearly any financial decision, with an unbiased approach without commissions or surprise fees.
Products and Services
Facet Wealth provides comprehensive financial advisory services. Below is a high-level description of their services:
- Investing:
- Goal-aligned investment strategy
- Risk assessment
- Tax loss harvesting
- Employer plan portfolio guidance (401k, HSA, etc.)
- Retirement & Life:
- Goal and income assessment
- Savings and investment planning
- Tax-advantaged contributions & withdrawals
- Ongoing planning pre and post-retirement
- Tax Planning:
- Tax reduction strategy
- Tax-efficient education savings
- Last year’s tax return missed opportunity analysis
- Personalized Roth conversion & more
- Estate Planning:
- Estate planning education and guidance
- Full suite of state-optimized documents
- Last will & testament
- Equity Compensation:
- Equity award planning (optimal exercise & tax plan)
- Company stock plan guidance (RSUs, ISOs, etc.)
- Annual access to equity compensation specialist
- Family Planning:
- Services related to having a baby, marriage, divorce, caring for aging parents, and making a significant purchase
- Insurance Planning:
- Identify coverage gaps
- Annual review with recommendations
- Employer-sponsored insurance support (health, life, etc.)
- Education Planning:
- Savings and funding strategies
- Financial aid guidance
- Loan payoff strategies
- Employee Benefits:
- Growth with career through 401(k)s, IRAs, profit-sharing, ESOPs, health, disability, and life insurance
Recent Developments
- Recent Developments: Facet Wealth has recently received exposure and reviews from industry experts, including a favorable review from Nerdwallet, highlighted in media like Netflix’s featured personalities.
- New Products Launched: No information is available
- New Features Added to Existing Products: No information is available
- New Partnerships: Facet Wealth emphasizes its partnerships with industry leaders to ensure security expectations are exceeded and provides estate planning services in partnership with wealth.com.
This report encapsulates the available data pertinent to Facet Wealth, Inc. aux segurité leveraging their diverse range of financial planning services. However, specific quantitative financial metrics and employee count have not been disclosed in the available information.
