Facet
West Palm Beach, FL·SEC-registered · CRD #285961
Facet is an SEC-registered investment advisory firm in West Palm Beach, FL managing $6.0B across 40k client accounts, with 55 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.0B
Client accounts
40k
Advisory staff
55
Fee model
Fee-based
How Facet is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Facet
How much does Facet manage?
Per its most recent SEC Form ADV filing (02/04/2026), Facet reports $6.0B in regulatory assets under management across roughly 40k client accounts.
How does Facet charge?
Facet is a fee-based firm. Its disclosed compensation arrangements are: Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Facet a fiduciary?
Yes. Facet is registered with the U.S. Securities and Exchange Commission (CRD #285961), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Facet taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Facet and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Facet's public SEC Form ADV filing (CRD #285961, filed 02/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Facet. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Facet? Claim this profile.