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Facet Wealth

Facet Wealth

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Finance

Flat-fee subscription ($2,400-$6,000/yr), no AUM fee, dedicated CFP. Best for large portfolios.

๐Ÿ’ธ Best for large portfolios

Sign up at facet.com. Flat fee model โ€” get quote based on complexity.

Facet Wealth is the right pick for $1M+ portfolios. Flat-fee subscription ($2,400-$6,000/year) instead of AUM, dedicated CFP. At $2M portfolio, Facet at $4,800/year is much cheaper than 0.30% AUM ($6,000/year).

Pros

  • Flat fee (cheaper at $1M+)
  • Dedicated CFP
  • Conflict-free (no AUM incentive)

Cons

  • Expensive at $250K (flat fee > 1% AUM)
  • Smaller firm than Vanguard/Fidelity
Price
$2,400/yrใ€œ$6,000/yr
Reference price
View deal ยท Official

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