Facet Wealth
Corporate brand
UnclaimedFacet provides personalized financial planning through a flat-fee membership and guidance from financial planning professionals.
Last updated September 25, 2026
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Overview
Facet, also referred to as Facet Wealth in the supplied identity information, is a financial planning company whose current website presents its service under the name Facet. The company says it launched in 2016, when financial industry veterans Anders Jones, Patrick McKenna, and Brent Weiss joined forces to make financial planning more accessible. Its stated aim is to offer an objective, ongoing financial partner for decisions across a person’s life, rather than limiting planning to retirement. Facet describes its offering as a flat-fee membership that includes guidance from a CFP® professional. The company says it does not take commissions and that its membership fee does not rise as a member’s assets grow. Its planning approach is personalized: members receive a financial roadmap intended to adapt as their circumstances change, along with guided steps, regular check-ins, messaging, and a secure dashboard for tracking finances and progress. The examples of planning needs on Facet’s website span investments, saving for a home, car, or education, employee compensation, tax planning, and everyday or lifestyle goals. Facet positions this broad, personalized service as objective financial planning for modern life. Its About page reports more than 24,000 members. The company’s leadership page lists executives and functional leaders across operations, financial wellness, planning, investments, technology, compliance, finance, and cybersecurity.
History
Facet says it launched in 2016, when financial industry veterans Anders Jones, Patrick McKenna, and Brent Weiss joined forces to make financial planning more accessible. The company describes its founding rationale as a response to an established financial-planning system it viewed as antiquated, with misaligned incentives, inconsistent advice, and high costs. Its stated purpose was to rework that model around more accessible planning and an objective relationship with members. The service Facet describes is built around a flat-fee membership and personalized financial planning. The company says members receive guidance from a CFP® professional and that Facet does not take commissions. It also says the fee does not increase as a member’s assets grow. Rather than focusing solely on retirement, Facet presents its planning as covering multiple aspects of life, from investing and tax planning to saving for a home, a car, or education, as well as other personal goals. Facet’s website describes the practical service as a personalized financial roadmap that can adapt as a member’s life changes. Its stated support includes guided steps, regular check-ins, messaging, and a secure dashboard for viewing finances and progress. The company’s About page frames this as modernizing financial planning for modern life and reports more than 24,000 members. Its leadership page identifies Anders Jones as CEO and lists leaders across financial wellness, operations, human resources, technology, administration and compliance, finance, planning and advice, investments, and cybersecurity. The company’s current homepage uses the name Facet and describes its service as objective, personalized planning for every facet of life. It also reports that Facet was included in the USA TODAY Best Financial Advisory Firms 2026 list. According to the homepage, the list was produced with Statista and based on a ranking of registered investment advisers using an independent survey and other data; Facet says it paid a licensing fee to use the ranking but did not pay to be considered.
Products and positioning
Objective, personalized financial planning for a broad range of life goals, offered through a flat-fee membership rather than commissions.
Flat-fee membership
Facet says its membership provides access to objective financial planning and guidance from a CFP® professional, without commissions.
Personalized financial roadmap
A tailored plan intended to adapt as a member’s life changes, supported by guided steps, regular check-ins, messaging, and a secure dashboard.
Recent events
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