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 21 - 30 of 101 top financial advisors.
21
Jamie A. Dunn
CRD#: 6271481
100 International Drive, 23rd Floor, Baltimore, MD 21202

Jamie Dunn (CRD# 6271481) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 6 years of experience in the finance industry. Jamie Dunn 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.

22
Richard R. Eicheldinger
CRD#: 6233225
Canton, OH

Richard Eicheldinger (CRD# 6233225) is an Investment Advisor Representative working at Facet Wealth, Inc. in Canton, OH and has over 7 years of experience in the finance industry. Richard Eicheldinger 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.

23
Patrick N. Elliott
CRD#: 4707940
Knoxville, TN

Patrick Elliott (CRD# 4707940) is an Investment Advisor Representative working at Facet Wealth, Inc. in Knoxville, TN and has over 13 years of experience in the finance industry. Patrick Elliott 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.

24
Richard L. Elliott
CRD#: 2370514
Marblehead, MA

Richard Elliott (CRD# 2370514) is an Investment Advisor Representative working at Facet Wealth, Inc. in Marblehead, MA and has over 22 years of experience in the finance industry. Richard Elliott 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.

25
Astute Evans
CRD#: 6351166
100 International Drive, 23rd Floor, Baltimore, MD 21202

Astute Evans (CRD# 6351166) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 6 years of experience in the finance industry. Astute Evans 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.

26
Jacki Farrar
CRD#: 5997549
University Place, WA

Jacki Farrar (CRD# 5997549) is an Investment Advisor Representative working at Facet Wealth, Inc. in University Place, WA and has over 8 years of experience in the finance industry. Jacki Farrar 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.

27
Matthew J. Farrell
CRD#: 4899032
100 International Drive, 23rd Floor, Baltimore, MD 21202

Matthew Farrell (CRD# 4899032) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 16 years of experience in the finance industry. Matthew Farrell 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.

28
Ryan L. Furlong
CRD#: 6794918
Saint Louis, MO

Ryan Furlong (CRD# 6794918) is an Investment Advisor Representative working at Facet Wealth, Inc. in Saint Louis, MO and has over 3 years of experience in the finance industry. Ryan Furlong 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.

29
Thomas F. Ginty
CRD#: 5761053
Romansville, PA

Thomas Ginty (CRD# 5761053) is an Investment Advisor Representative working at Facet Wealth, Inc. in Romansville, PA and has over 9 years of experience in the finance industry. Thomas Ginty 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.

30
Stephen B. Glowacka
CRD#: 4584540
Gilbert, AZ

Stephen Glowacka (CRD# 4584540) is an Investment Advisor Representative working at Facet Wealth, Inc. in Gilbert, AZ and has over 18 years of experience in the finance industry. Stephen Glowacka 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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