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 31 - 40 of 101 top financial advisors.
31
Jessica L. Goedtel
CRD#: 6377275
Allentown, PA

Jessica Goedtel (CRD# 6377275) is an Investment Advisor Representative working at Facet Wealth, Inc. in Allentown, PA and has over 6 years of experience in the finance industry. Jessica Goedtel 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.

32
Mary H. Goesel
CRD#: 4524675
Flossmoor, IL

Mary Goesel (CRD# 4524675) is an Investment Advisor Representative working at Facet Wealth, Inc. in Flossmoor, IL and has over 17 years of experience in the finance industry. Mary Goesel 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.

33
David Gonzalez
CRD#: 4034261
Odessa, FL

David Gonzalez (CRD# 4034261) is an Investment Advisor Representative working at Facet Wealth, Inc. in Odessa, FL and has over 21 years of experience in the finance industry. David Gonzalez 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.

34
Gurvir S. Grewal
CRD#: 5921004
Chattanooga, TN

Gurvir Grewal (CRD# 5921004) is an Investment Advisor Representative working at Facet Wealth, Inc. in Chattanooga, TN and has over 9 years of experience in the finance industry. Gurvir Grewal 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.

35
Kathleen M. Griffin
CRD#: 6472333
Cohasset, MA

Kathleen Griffin (CRD# 6472333) is an Investment Advisor Representative working at Facet Wealth, Inc. in Cohasset, MA and has over 5 years of experience in the finance industry. Kathleen Griffin 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.

36
Robert T. Gump
CRD#: 4434542
100 International Drive, 23rd Floor, Baltimore, MD 21202

Robert Gump (CRD# 4434542) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 19 years of experience in the finance industry. Robert Gump 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.

37
Matthew D. Hale
CRD#: 5790390
Scottsdale, AZ

Matthew Hale (CRD# 5790390) is an Investment Advisor Representative working at Facet Wealth, Inc. in Scottsdale, AZ and has over 10 years of experience in the finance industry. Matthew Hale 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.

38
John R. Harrison
CRD#: 6584685
100 International Drive, 23rd Floor, Baltimore, MD 21202

John Harrison (CRD# 6584685) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 5 years of experience in the finance industry. John Harrison 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.

39
James T. Horn
CRD#: 6420093
100 International Drive, 23rd Floor, Baltimore, MD 21202

James Horn (CRD# 6420093) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 5 years of experience in the finance industry. James Horn 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.

40
Jeffery S. Jablonski
CRD#: 2371566
100 International Drive, 23rd Floor, Baltimore, MD 21202

Jeffery Jablonski (CRD# 2371566) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 27 years of experience in the finance industry. Jeffery Jablonski 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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