Facet Wealth, Inc.
Facet Wealth, Inc. (CRD# 285961) is a financial advisory firm headquartered in Baltimore, MD. They manage $1,189,409,133 in 13,471 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,189MILLION
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Total Number of Accounts13,471ACCOUNTS
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Average Account Value$88,294
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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
Mark Adolfson (CRD# 4349106) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has 1 year of experience in the finance industry. Mark Adolfson 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.
Samir Ahmed (CRD# 6256818) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 7 years of experience in the finance industry. Samir Ahmed 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.
Jonathon Armstrong (CRD# 5980316) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 10 years of experience in the finance industry. Jonathon Armstrong 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.
Kevin Barr (CRD# 6217937) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 9 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.
Chelsea Barrows (CRD# 5951286) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 11 years of experience in the finance industry. Chelsea Barrows 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.
Andrew Barton (CRD# 5821594) is an Investment Advisor Representative working at Facet Wealth, Inc. in Dublin, OH and has over 9 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.
Jeanette Beatty (CRD# 5659252) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 12 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.
Lucy Blough (CRD# 6123431) is an Investment Advisor Representative working at Facet Wealth, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry. Lucy Blough 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.
Bethlyn Brookes (CRD# 5794213) is an Investment Advisor Representative working at Facet Wealth, Inc. in Brandon, FL and has over 11 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.
David Brundage (CRD# 2342514) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 29 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.