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 41 - 50 of 97 top financial advisors.
41
Michael A. Kirkendale-Haak
CRD#: 6330801
Charlotte, NC

Michael Kirkendale-Haak (CRD# 6330801) is an Investment Advisor Representative working at Facet Wealth, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry. Michael Kirkendale-Haak 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.

42
Harold J. Kirkpatrick
CRD#: 6413229
100 International Drive, 23rd Floor, Baltimore, MD 21202

Harold Kirkpatrick (CRD# 6413229) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 6 years of experience in the finance industry. Harold Kirkpatrick 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.

43
Autumn Knutson
CRD#: 6865549
Jenks, OK

Autumn Knutson (CRD# 6865549) is an Investment Advisor Representative working at Facet Wealth, Inc. in Jenks, OK and has 1 year of experience in the finance industry.

44
Cody D. Koletic
CRD#: 6219367
100 International Drive, 23rd Floor, Baltimore, MD 21202

Cody Koletic (CRD# 6219367) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 6 years of experience in the finance industry. Cody Koletic 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.

45
Sabrina Lee
CRD#: 5718447
San Rafael, CA

Sabrina Lee (CRD# 5718447) is an Investment Advisor Representative working at Facet Wealth, Inc. in San Rafael, CA and has 1 year of experience in the finance industry. Sabrina Lee 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.

46
Muata R. Mahluli
CRD#: 2873085
100 International Drive, 23rd Floor, Baltimore, MD 21202

Muata Mahluli (CRD# 2873085) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 23 years of experience in the finance industry. Muata Mahluli 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.

47
Eric K. Masch
CRD#: 6130291
New York City, NY

Eric Masch (CRD# 6130291) is an Investment Advisor Representative working at Facet Wealth, Inc. in New York City, NY and has over 8 years of experience in the finance industry. Eric Masch 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.

48
Tyler McConville
CRD#: 6223829
Verona, WI

Tyler McConville (CRD# 6223829) is an Investment Advisor Representative working at Facet Wealth, Inc. in Verona, WI and has over 6 years of experience in the finance industry. Tyler McConville 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.

49
Alex G. McDonald
CRD#: 5804792
Wrightsville Beach, NC

Alex McDonald (CRD# 5804792) is an Investment Advisor Representative working at Facet Wealth, Inc. in Wrightsville Beach, NC and has over 9 years of experience in the finance industry. Alex McDonald 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.

50
Madeline McIvor
CRD#: 6152205
100 International Drive, 23rd Floor, Baltimore, MD 21202

Madeline McIvor (CRD# 6152205) is an Investment Advisor Representative working at Facet Wealth, Inc. in Baltimore, MD and has over 6 years of experience in the finance industry. Madeline McIvor 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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