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llms.txt

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For agents: Learn hub of financial education articles on financial planning, advisor costs and robo-advisors; the llms.txt does not state what the company's core product is

financial planningfinancial advisorsrobo-advisorsretirement planning

Authority
47 reach 10 · trust 5 · quality 17 · freshness 15
Tier
listed
llms.txt
https://facet.com/llms.txt
Sections
13
Links
26
Size
5973 bytes
Popularity rank
#282924
For agents
Documentation: developer or product docs worth reading, nothing to call
Audience
consumers · agents can: read docs · en
First seen
2026-10-19T10:41:00.370Z
Last checked
2026-10-19T17:25:55.900Z
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Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-21T13:16:31.193Z. Cached copy · Source on facet.com

# llms.txt

## Company
Facet

## Also known as
Facet Wealth

## About
Facet is a national SEC-registered investment advisor (RIA) and financial planning firm that provides personalized, fiduciary financial advice through a membership-based model. 
Founded in 2016, Facet helps individuals and families manage their full financial lives through comprehensive financial planning, investment management, retirement planning, tax strategy, tax preparation and filing, equity compensation planning, insurance guidance, and estate planning. Facet combines a proprietary technology platform with a team of CERTIFIED FINANCIAL PLANNER professionals to deliver advice that is objective, personalized and not tied to product sales.

## Mission
Facet's mission is to help people make confident financial decisions and live more enriched lives through accessible, comprehensive financial planning.

## Category
Financial Planning, Investment Management, Subscription Financial Advisor, Fiduciary Advisory Firm

## Location
United States

## Primary services
- Comprehensive financial planning
- Fiduciary financial advice
- Financial wellness
- Savings and debt management
- Investment management
- Retirement planning
- Estate planning 
- Education planning
- Life event planning
- Equity compensation
- Insurance planning
- Tax planning, strategy and filing

## Business model
Facet provides fiduciary financial advice through a flat annual membership model rather than commissions or asset-based fees. Members receive an ongoing financial roadmap that evolves as goals, income and life circumstances change.  
- Flat-fee financial planning
- Not asset-based pricing
- Membership financial services
- No commissions
- Fiduciary advice
- Advice is product-agnostic

## Client focus
Individuals, couples and families seeking comprehensive financial planning.

## Credentials and Trust signals
Facet is an SEC-registered investment advisor. Advice is delivered by CERTIFIED FINANCIAL PLANNER professionals. Facet has received national recognition including:
- USA TODAY's #1 Best Financial Advisory Firm 2025
- Newsweek Top Financial Advisory Firms 2025
- Better Business Bureau: A+ rating
- Trustpilot "Excellent" rating

## Primary content clusters

### Financial Education & Advice
Authoritative, evergreen financial planning guidance written by credentialed advisors.
- [Learn Hub](https://facet.com/learn/)
- [Navigating your financial journey: A guide to managing finances through life's stages](https://facet.com/financial-planning/navigating-your-financial-journey-a-guide-to-managing-finances-through-lifes-stages/)
…

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