# Facet

> Facet is an SEC-registered investment advisory firm in West Palm Beach, FL, registered since 2016, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 285961
- Filed as: FACET
- Legal name: Facet Wealth, Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285961
- AdvisorCensus page: https://advisorcensus.com/firm/facet-west-palm-beach-fl-285961

## Quick answers

**How is Facet compensated?**
On its Form ADV (Item 5.E, October 2026), Facet reports these compensation arrangements: fixed fees (other than subscription fees).

**How much does Facet charge?**
Its Form ADV Part 2A brochure dated July 31, 2026 states: Subscription: $900 to $10,000 a year (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Facet located?**
Facet's principal office is in West Palm Beach, FL, according to its Form ADV.

**Is Facet registered with the SEC or a state?**
Facet is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285961.

**How much does Facet manage?**
Facet reports $7,603,700,943 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).

**How have Facet's assets and staff changed since 2021?**
In the Form ADV data for Facet: Regulatory assets under management: $807,544,525 in the October 2021 data and $7,603,700,943 in the October 2026 data, up 842%. Total employees: 202 in October 2021 and 238 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Facet serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11,813); high net worth individuals (2,928).

**Which custodians does Facet use?**
Facet's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Facet report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285961

**What changed in Facet's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 55 to 77. Regulatory assets under management went from $6,037,907,630 to $7,603,700,943 (+26%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 31, 2026)

- Subscription: $900 to $10,000 a year (financial planning)

> Facet's financial planning generally ranges from $900 - $10,000 annually on a flat membership fee, subscription basis depending on the service needs of the member.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Apex Clearing Corporation
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $7,603,700,943
- Discretionary: $7,603,700,943
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11,813 | $2,361,316,116 |
| High net worth individuals | 2,928 | $5,242,384,827 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 238 total, 77 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apps.apple.com/us/app/facet-financial-planning/id6766321737
- facet.com
- joinfacet.bsky.social
- play.google.com/store/apps/details
- reddit.com/user/Facet
- threads/@JoinFacet.com
- Facebook @joinfacet
- Instagram @joinfacet
- Instagram @thebrentweiss
- LinkedIn @joinfacet
- TikTok @facet
- TikTok @tdgraff
- TikTok @thebrentweiss
- X @join_facet
- YouTube @joinfacet

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $807,544,525 | 202 | August 6, 2021 |
| October 2022 | $1,189,409,133 | 300 | May 11, 2022 |
| October 2023 | $2,078,080,181 | 259 | August 1, 2023 |
| October 2024 | $3,487,386,982 | 191 | July 22, 2024 |
| October 2025 | $3,865,037,052 | 150 | April 15, 2025 |
| October 2026 | $7,603,700,943 | 238 | July 31, 2026 |

Regulatory assets under management: $807,544,525 in the October 2021 data and $7,603,700,943 in the October 2026 data, up 842%.
Total employees: 202 in October 2021 and 238 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 55 to 77.
- Regulatory assets under management went from $6,037,907,630 to $7,603,700,943 (+26%).
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Employees performing advisory functions went from 63 to 55.
- Regulatory assets under management went from $4,754,146,771 to $6,037,907,630 (+27%).

### December 2025
- Employees performing advisory functions went from 58 to 63.
- Regulatory assets under management went from $3,865,037,052 to $4,754,146,771 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Facet (CRD 285961): Form ADV filing data as of October 2026.