- Facet is a subscription-based financial planning firm that democratizes access to expert financial advice with a flat-fee membership model, serving over 24,000 members and managing $5 billion in assets.
- In September 2025, Facet expanded its services to include integrated tax preparation and filing as part of its membership, reinforcing its position as a comprehensive financial partner.
- Facet's client base includes individuals seeking personalized financial planning across various life goals, supported by a dedicated certified financial planner.
- Ideal buyers are individuals looking for affordable, objective financial advice without asset minimums, particularly those navigating complex financial situations amidst current economic uncertainties.
Engineering is the largest group at Facet with 34 employees, underscoring the company’s emphasis on building and maintaining its technology platform. Client-facing work is handled by 16 professionals in Sales and Support, while another 16 employees focus on Finance and Administration. Marketing and Product collectively account for 15 team members, and Business Management adds 9 more. Smaller specialist teams in Human Resources, Operations, Information Technology, and Banking & Wealth Management round out the roster, each with fewer than five employees. Overall, the distribution shows a balanced mix of technical, client service, and corporate functions.
Facet’s workforce is geographically diverse. Over half of employees are classified under “Other” remote or flexible locations, indicating a distributed work model. Among defined hubs, Charlotte, North Carolina is the largest with 13 employees, followed closely by New York City with 12. Additional clusters are found in the Baltimore–Washington area, Tampa, Chicago, the Phoenix metro, Austin, Denver, and San Francisco, each hosting between 2 and 8 team members. This spread suggests Facet supports both regional offices and remote arrangements to access talent across the United States.
