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Facet: Financial Planning

Facet: Financial Planning

Flat fee, CFP®, investing

29 ratings
6 reviews
📊 Productivity
💰 Finance
Free

Details

  • Released
  • Updated
  • May 8, 2026
  • September 21, 2026

Features

Developer

Facet Wealth, Inc
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Facet: Financial Planning screenshot #1 for iPhone
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Facet: Financial Planning screenshot #9 for iPhone
⭐6
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❓8 answered
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About

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

✓Personalized financial roadmap
✓CFP® professional guidance
✓Investment management
✓Goal tracking
✓Unlimited advisor messaging
✓Market insights and updates
✓Account balance and performance tracking
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What's New in Facet

1.0.7

September 21, 2026

Unlimited, objective advice from a CFP® professional for one flat membership fee. Start building your personalized financial roadmap with Facet today.

User reviews

Most RecentHighest RatedLowest Rated

Excellent app

When we were with Fidelity the app was horrendous. A pain to sign in and a pain to navigate. Your app is better on every way
yardchickyardchick

Fingertips

This app takes Facet to the next level for the ability to have all the details for your financial plan right at your fingertips!
An easy setup for the one stop app for all things money!
ThomC-LTDThomC-LTD

Quick to access

Easy to use and quick to access.
CPE64CPE64

Worth the wait!

Love it. Better than the website and easy to use. Thank you Facet!
khurst5khurst5

Love it!

Thank you Facet for building an app that’s so intuitive to use. I love being able to message my planner and check my balances with ease.
SKC1006SKC1006

FAQ

What is Facet's flat-fee membership?

Facet offers a flat-fee membership model. This means your membership cost does not increase as your money grows, and there are no hidden commissions or asset-under-management percentages.

How does Facet help with investment management?

Investment management is included at no additional cost with your Facet membership. The service is designed to grow your money while also protecting you from market volatility.

Can I message my financial planner through Facet?

Yes, Facet offers unlimited messaging with CFP® professionals. You can send quick notes, updates, and securely upload financial documents or photos to your planner or the member experience team.

What kind of financial goals can Facet help me track?

Facet helps you track a variety of financial goals, including retirement planning, saving for a home, and education expenses. The app provides a personalized roadmap and monthly action steps to help you achieve them.

Does Facet provide market insights?

Yes, Facet provides exclusive market insights. Members receive weekly market clarity videos directly from their Chief Investment Officer, Tom Graff, accessible on the home screen.

What devices is Facet available on?

Facet is currently supported on iPhone devices. The app was last updated on July 24, 2026, with version 1.0.3.

How does Facet handle tax-saving strategies?

Facet incorporates tax-saving strategies such as Roth conversions and tax-loss harvesting. These strategies are designed to help minimize your lifetime tax bill.

What is the user rating for Facet?

Facet is highly rated by users and experts. It holds a 4.9-star rating on Google and a 4.8-star rating on Trustpilot, with thousands of users trusting the service.