PlannerFees

Facet fees and pricing

Financial planner in West Palm Beach, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated October 2, 2026, Facet charges an annual fee of $2,600⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 2, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$2,600⁠-⁠$10,000/yr
“Facet's financial planning generally ranges from $2,600 - $10,000 annually on a flat membership fee, subscription basis depending on the service needs of the member.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Facet bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “For information on the specific billing schedule that would be applicable to an account, Members should check their account online or contact Facet.”
  • “Facet typically bills for its financial planning services either quarterly or annually in advance, depending upon membership level and payment period selected.”
  • “To the extent that the Member elects to have Facet’s financial planning fee charged to their credit card, Facet shall use a third party service that provides this form of bill pay service for its Member.”

How Facet’s fees compare

  • Its annual fee of $2,600-$10,000 spans the Florida median of $4,800. 64% of the 97 other Florida planners that publish an annual fee charge less.

About Facet

“Summary of Investment Advisory Services FINANCIAL PLANNING SERVICES Facet offers different membership levels and those levels will be presented prior to signing an agreement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 238 employees.
  • Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
14,741
Employees
238
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$7,603,700,943
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
285961
Website
reddit.com/user/Facet (opens in new tab)
Phone
(443) 376-6222

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.