# Facet: Financial Planning — Flat fee, CFP®, investing > Personalized financial planning and investment management with CFP® professionals. (iPhone/iPad app by Facet Wealth, Inc.) - Source: https://appshunter.io/ios/app/facet-financial-planning/id6766321737 (this page in markdown: same URL + `.md`) - Developer: [Facet Wealth, Inc](https://appshunter.io/developer/1867891944) - Category: Finance, Productivity - Price: Free - Rating: 4.90/5 from 22 App Store ratings · 5 written reviews indexed - Age rating: 4+ - Requires: iOS 16.0 · 53 MB - Languages: American English - Released: 2026-05-08 - Data updated: 2026-09-08 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/facet-financial-planning/id6766321737/reviews.md ## What is Facet? Keep your roadmap on track, take action toward your goals, check balances, get your money questions answered, and more—anytime, anywhere. Plus, get weekly market update videos from our Chief Investment Officer, Tom Graff, right on your home screen. WHAT MEMBERS LOVE MOST ABOUT THE APP: • PLANNER MESSAGING: Send a quick note or update to a planner or our member experience team instantly. Easily snap and upload financial documents or photos, filter your conversations, and manage your threads on the fly. • YOUR FACET BALANCE AT A GLANCE: Track your total Facet account roll-up and account performance, anytime. • ACCOUNTS VIEW: See what you own (assets) and what you owe (liabilities). Connect your external accounts and track your total investment mix in one central place. EVERYTHING YOU NEED TO STAY ON TRACK: • TRACK YOUR GOALS: Get a quick recap of your financial goals and how you’re tracking. • MONTHLY ACTIONS: View your next steps, check them off as you go, and securely upload files. • EXCLUSIVE MARKET INSIGHTS: Stay informed with weekly market clarity videos directly from our Chief Investment Officer, Tom Graff. • ON-THE-GO ACCESS: Check real-time market data, view statements, access transaction history, and dive into the Facet Learn Library whenever you want. WHY MEMBERS CHOOSE FACET: Make money decisions with confidence with objective, transparent financial planning for everything your money touches. Our flat-fee membership gives you a personalized and dynamic roadmap, expert CFP® advice, and simple steps to achieve your goals. • FLAT-FEE MEMBERSHIP: Your membership fee doesn't increase as your money grows. No hidden commissions, no asset-under-management percentages. • CFP® GUIDANCE: Work with CERTIFIED FINANCIAL PLANNER® professionals whose only goal is to help you make the right money decisions. • COMPREHENSIVE PLANNING: Covers your full financial life—from retirement and tax strategies to saving for a home and education. • INVESTMENT MANAGEMENT: Included at no additional cost; built to grow your money while protecting you from volatility. • TAX-SAVING STRATEGIES: Strategies like Roth conversions and tax-loss harvesting help keep your lifetime tax bill as low as possible. • PERSONALIZED ROADMAP: Together with your CFP® and our advanced planning technology, we build a personalized roadmap to your goals. • RETIREMENT PLANNING: Build a clear path to your vision for retirement with strategies tailored to your timeline and goals. • UNLIMITED MESSAGING: Message a CFP® professional anytime for objective, fiduciary guidance. Whether you're buying a home, preparing for retirement, or navigating one of life's unexpected turns, you'll always have Facet with you. RECOGNIZED BY EXPERTS, TRUSTED BY THOUSANDS: • GOOGLE: 4.9 stars • TRUSTPILOT 4.8 stars • NERDWALLET: Rated 4.6 for comprehensive financial planning • WSJ | BUY SIDE: Best Financial Advisor Firms of 2026 • USA TODAY: Best Financial Advisory Firms 2026 • BETTER BUSINESS BUREAU: Accredited, A+ Rated Business SECURE & TRUSTED We use bank-level security and advanced encryption to help ensure your personal financial data stays private and protected. Not a Facet member yet? Visit facet.com to learn how our flat-fee financial planning can help you build the life you want. Disclosure Facet is a SEC registered investment advisor. Images for illustrative purposes only. Tax filing and estate planning services are delivered through third party partnerships. All investing carries inherent risk and there are no guarantees of future results. © Facet Wealth 2026. All rights reserved. ## Key features - Personalized financial roadmap - CFP® professional guidance - Investment management - Goal tracking - Unlimited advisor messaging - Market insights and updates - Account balance and performance tracking ## Recent user reviews (5 of 5) All indexed reviews: https://appshunter.io/ios/app/facet-financial-planning/id6766321737/reviews.md ### 5/5 — Fingertips *2026-08-04* 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! ### 5/5 — Quick to access *2026-08-04* Easy to use and quick to access. ### 5/5 — Worth the wait! *2026-08-04* Love it. Better than the website and easy to use. Thank you Facet! ### 5/5 — Love it! *2026-07-29* 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. ### 5/5 — Great app! *2026-07-23* There's finally an app! I'm really happy with it. So far no issues with functionality, and it works pretty much exactly as the website but better. So it's great! ## Frequently asked questions about Facet ### 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. ## Version history (last 4 releases) ### 1.0.4 — 2026-09-01 Unlimited, objective advice from a CFP® professional for one flat membership fee. Start building your personalized financial roadmap with Facet today. ### 1.0.3 — 2026-07-24 Unlimited, objective advice from a CFP® professional for one flat membership fee. Start building your personalized financial roadmap with Facet today. ### 1.0.1 — 2026-07-17 Unlimited, objective advice from a CFP® professional for one flat membership fee. Start building your personalized financial roadmap with Facet today. ### 1.0 — 2026-05-08 No release notes. ## Related topics [fq life planning](https://appshunter.io/ios/topics/fq-life-planning) · [dvorak financial](https://appshunter.io/ios/topics/dvorak-financial) · [center for financial planning](https://appshunter.io/ios/topics/center-for-financial-planning) · [rfp corp](https://appshunter.io/ios/topics/rfp-corp) · [affluence group](https://appshunter.io/ios/topics/affluence-group) · [gydebook](https://appshunter.io/ios/topics/gydebook) · [mppl financial](https://appshunter.io/ios/topics/mppl-financial) · [coordinated financial planning](https://appshunter.io/ios/topics/coordinated-financial-planning) · [finstream](https://appshunter.io/ios/topics/finstream) · [comerica financial advisors](https://appshunter.io/ios/topics/comerica-financial-advisors) · [wmcp wealth management prep](https://appshunter.io/ios/topics/wmcp-wealth-management-prep) · [charter oak capital management](https://appshunter.io/ios/topics/charter-oak-capital-management) · [sumraksha](https://appshunter.io/ios/topics/sumraksha) · [tompkins financial advisors](https://appshunter.io/ios/topics/tompkins-financial-advisors) · [bds sell](https://appshunter.io/ios/topics/bds-sell) · [family planner financial](https://appshunter.io/ios/topics/family-planner-financial) · [tandem estate planning](https://appshunter.io/ios/topics/tandem-estate-planning) · [akg financial planners](https://appshunter.io/ios/topics/akg-financial-planners) · [financial planning association](https://appshunter.io/ios/topics/financial-planning-association) · [fiduciary trust international](https://appshunter.io/ios/topics/fiduciary-trust-international) --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-08.*