Fee-only adviser · West Palm Beach, FL
Facet
Facet is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in West Palm Beach, Florida. On its latest Form ADV, filed October 2, 2026, it reports $8.7B in regulatory assets under management, 16,053 individual clients and 89 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 285961 · SEC file 801-108767 |
| Office | 2054 Vista Parkway Ste 400 West Palm Beach, FL 33411 |
| Phone | (443) 376-6222 |
| Website | www.joinfacet.bsky.social |
| Regulatory assets under management | $8.7B |
| Individual clients | 13,180 non-high-net-worth, 2,873 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 262 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Palm Beach
- Ibex Wealth Advisors, LLC $1.3B
- Anchor Wealth Management Group LLC $233M
- Agnello Financial Group, Inc. $379M
- Blue Ocean Capital $619M
- Coastal Way Financial Group, LLC $66M
- Remote Financial Planner, LLC $82M
See all 21 fee-only advisers in West Palm Beach →
Nearby
- Palm Beach 9 firms
- Riviera Beach 1 firm
- Lake Worth Beach 1 firm
- Royal Palm Beach 1 firm
- North Palm Beach 4 firms
- Juno Beach 2 firms
- Palm Beach Gardens 20 firms
- Lantana 1 firm
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