Facet Wealth, Inc.

Facet Wealth, Inc. (CRD# 285961) is a financial advisory firm headquartered in Baltimore, MD. They manage $344,522,346 in 1,753 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    1,753
    ACCOUNTS
  • Average Account Value
    $196,533
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Facet Wealth, Inc.
Showing 1 - 10 of 77 top financial advisors.
1
Jessica Abrams
CRD#: 5356570
Truckee, CA

Jessica Abrams (CRD# 5356570) is an Investment Advisor Representative working at Facet Wealth, Inc. in Truckee, CA and has over 9 years of experience in the finance industry. Jessica Abrams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin J. Barr
CRD#: 6217937
Philadelphia, PA

Kevin Barr (CRD# 6217937) is an Investment Advisor Representative working at Facet Wealth, Inc. in Philadelphia, PA and has over 7 years of experience in the finance industry. Kevin Barr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew H. Barton
CRD#: 5821594
Dublin, OH

Andrew Barton (CRD# 5821594) is an Investment Advisor Representative working at Facet Wealth, Inc. in Dublin, OH and has over 7 years of experience in the finance industry. Andrew Barton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jeanette L. Beatty
CRD#: 5659252
100 International Drive, 23rd Floor, Baltimore, MD 21202

Jeanette Beatty (CRD# 5659252) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 10 years of experience in the finance industry. Jeanette Beatty has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Bethlyn R. Brookes
CRD#: 5794213
Brandon, FL

Bethlyn Brookes (CRD# 5794213) is an Investment Advisor Representative working at Facet Wealth, Inc. in Brandon, FL and has over 10 years of experience in the finance industry. Bethlyn Brookes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
David L. Brundage
CRD#: 2342514
100 International Drive, 23rd Floor, Baltimore, MD 21202

David Brundage (CRD# 2342514) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 27 years of experience in the finance industry. David Brundage has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Noreen Burtner
CRD#: 5681655
100 International Drive, 23rd Floor, Baltimore, MD 21202

Noreen Burtner (CRD# 5681655) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 11 years of experience in the finance industry. Noreen Burtner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Tarif J. Carson
CRD#: 5083445
Norristown, PA

Tarif Carson (CRD# 5083445) is an Investment Advisor Representative working at Facet Wealth, Inc. in Norristown, PA and has over 14 years of experience in the finance industry. Tarif Carson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Kenneth D. Castleman
CRD#: 2659168
Cave Creek, AZ

Kenneth Castleman (CRD# 2659168) is an Investment Advisor Representative working at Facet Wealth, Inc. in Cave Creek, AZ and has over 25 years of experience in the finance industry. Kenneth Castleman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Natalie Chaves
CRD#: 6272803
Denver, CO

Natalie Chaves (CRD# 6272803) is an Investment Advisor Representative working at Facet Wealth, Inc. in Denver, CO and has over 6 years of experience in the finance industry. Natalie Chaves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.