Brent Weiss, Co-Founder & Chief Evangelist, Facet Wealth met with Julie Cooling, Founder & CEO, RIA Channel to discuss the firm’s unique offering and plans for growth. Founded in 2016, Facet Wealth aims to make financial planning more affordable and accessible. Rather than taking a fee on assets under management, Facet Wealth operates on a subscription-based model and serves roughly 1,200 clients virtually across the United States. “We are a technology-enabled, human focused, financial planning firm,” says Weiss.
To learn more, head here.