Facet Wealth, Inc.

Facet Wealth, Inc. (CRD# 285961) is a financial advisory firm headquartered in Baltimore, MD. They manage $807,544,525 in 7,975 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    808
    MILLION
  • Total Number of Accounts
    7,975
    ACCOUNTS
  • Average Account Value
    $101,260
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 115 top financial advisors.
1
Samir Ahmed
CRD#: 6256818
Riverview, FL

Samir Ahmed (CRD# 6256818) is an Investment Advisor Representative working at Facet Wealth, Inc. in Riverview, FL and has over 6 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.

2
Danielle C. Alcide
CRD#: 5730661
Pittsburgh, PA

Danielle Alcide (CRD# 5730661) is an Investment Advisor Representative working at Facet Wealth, Inc. in Pittsburgh, PA and has over 11 years of experience in the finance industry. Danielle Alcide 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
Jonathon E. Armstrong
CRD#: 5980316
100 International Drive, 23rd Floor, Baltimore, MD 21202

Jonathon Armstrong (CRD# 5980316) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 9 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.

4
Kevin J. Barr
CRD#: 6217937
100 International Drive, 23rd Floor, Baltimore, MD 21202

Kevin Barr (CRD# 6217937) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 8 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.

5
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 8 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.

6
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 11 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.

7
Lucy G. Blough
CRD#: 6123431
100 International Drive, 23rd Floor, Baltimore, MD 21202

Lucy Blough (CRD# 6123431) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 8 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.

8
Bethlyn R. Brookes
CRD#: 5794213
100 International Drive, 23rd Floor, Baltimore, MD 21202

Bethlyn Brookes (CRD# 5794213) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD 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.

9
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 28 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.

10
Aaron M. Buck
CRD#: 6275091
Knoxville, TN

Aaron Buck (CRD# 6275091) is an Investment Advisor Representative working at Facet Wealth, Inc. in Knoxville, TN and has over 6 years of experience in the finance industry. Aaron Buck 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.

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