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).
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Total Assets Under Management345MILLION
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Total Number of Accounts1,753ACCOUNTS
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Average Account Value$196,533
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.