Facet

We offer financial planning, investments, and tax solutions. Anders, Patrick, and Brent founded us in 2016. Instead of commissions, we provide impartial advice and services for a fixed membership fee. We create objective, personalized financial roadmaps designed for your life stage and goals.

Our services include:

• Tax filing and planning
• Investment strategy
• Retirement planning
• Estate planning (through wealth.com)
• Equity compensation planning
• Family planning guidance
• Insurance planning
• Education planning
• Employee benefits support

We serve over 20,000 members. USA TODAY named us the #1 Best Financial Advisory Firm in 2025. In 2024, Inc. 5000 ranked us 961st among America’s fastest-growing private companies. We have 201 to 500 employees.

Our mission is to improve the lives of millions of Americans by providing impartial financial advice and services at an affordable membership fee. We believe that good financial planning is essential for living well.

Our core values are:

• We guide and inspire.
• We do our best today, better tomorrow.
• We change the game.
• We are extraordinary when we act as one.

Facet takes a human-centered approach to financial planning. It encourages personal and professional growth through learning and internal advancement. The company builds a community focused on innovation and continuous improvement.

Facet celebrates individuality and encourages employees to be authentic. It works to hire diverse talent and create an inclusive environment for open conversations. Many roles support remote work across the United States.

We offer flexible PTO, medical, dental, and vision insurance, and a 401(k) with employer match. We cover short and long-term disability, offer life insurance options, and provide paid parental leave. We also have a certification reimbursement program for ongoing education. Many positions allow you to work from anywhere in the US. Equity compensation, such as ISOs, is part of our total rewards package.