Facet threw out the percentage fee: members pay a flat annual membership, commonly quoted between about $2,400 and $8,000, priced by how complicated the household finances are rather than by portfolio size. Founded in 2016 and run out of Baltimore, the firm works fully remotely and assigns a CFP professional who handles retirement income, tax planning, insurance review and estate coordination. Investment management is part of the membership, not a separate bill.
For a retiree with $1.5 million, flat pricing can save five figures a year against a one percent fee, and that arithmetic is the whole pitch. Households with a couple of hundred thousand dollars will feel the same fee take a painful bite. Contact happens over video and secure messaging, so anyone who wants an office to walk into should keep looking.
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