Facet Wealth

100 International Dr Fl 23
Baltimore, MD 21202 443-376-6222

Ratings

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Consumer Ratings for Facet Wealth — 1 Ratings

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Percent of customers who rated service "superior" for:
Giving helpful advice
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Doing work properly
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Consumer Comments for Facet Wealth

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Consumer from Washington, DC
Mar 01, 2023
Recommended
We are new to Facet Wealth but so far are happy with our experience. The company is national and based in Baltimore. you pay a membership fee for the year and they give you financial advice. They will also hold your investments and rebalance them according to their aligorithm. This company is best for someone who is willing to ask a lot of questions in particular the tax consequences of moving existing assets into their preferred ETF funds. I like that they have over 100 CFPs and that they are not trying to sell you something and that they are not compensated based on the investments you choose.