Facet Wealth, Inc.

Facet Wealth, Inc. (CRD# 285961) is a financial advisory firm headquartered in Baltimore, MD. They manage $502,250,733 in 2,517 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    502
    MILLION
  • Total Number of Accounts
    2,517
    ACCOUNTS
  • Average Account Value
    $199,543
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 11 - 20 of 101 top financial advisors.
11
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 15 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.

12
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.

13
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 7 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.

14
Ian R. Clark
CRD#: 5860141
100 International Drive, 23rd Floor, Baltimore, MD 21202

Ian Clark (CRD# 5860141) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 10 years of experience in the finance industry. Ian Clark 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.

15
Danielle M. Cole
CRD#: 2996518
Glen Allen, VA

Danielle Cole (CRD# 2996518) is an Investment Advisor Representative working at Facet Wealth, Inc. in Glen Allen, VA and has over 23 years of experience in the finance industry. Danielle Cole 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.

16
Kenneth D. Connally
CRD#: 5703205
100 International Drive, 23rd Floor, Baltimore, MD 21202

Kenneth Connally (CRD# 5703205) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 11 years of experience in the finance industry. Kenneth Connally 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.

17
Jordan L. Crabb
CRD#: 6635390
Westfield, IN

Jordan Crabb (CRD# 6635390) is an Investment Advisor Representative working at Facet Wealth, Inc. in Westfield, IN and has over 3 years of experience in the finance industry. Jordan Crabb 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.

18
Robert A. Curtis
CRD#: 6260193
Drexel Hill, PA

Robert Curtis (CRD# 6260193) is an Investment Advisor Representative working at Facet Wealth, Inc. in Drexel Hill, PA and has over 7 years of experience in the finance industry. Robert Curtis 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.

19
Kent A. Delph
CRD#: 6830224
Noblesville, IN

Kent Delph (CRD# 6830224) is an Investment Advisor Representative working at Facet Wealth, Inc. in Noblesville, IN and has over 3 years of experience in the finance industry. Kent Delph 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.

20
Kimberly B. Dulaurence
CRD#: 4613097
Stoughton, MA

Kimberly Dulaurence (CRD# 4613097) is an Investment Advisor Representative working at Facet Wealth, Inc. in Stoughton, MA and has over 18 years of experience in the finance industry. Kimberly Dulaurence 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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