Facet Wealth is doubling in size every six months with subscription model, on-the-job training, no central offices and a rising belief it can be the 'next Fidelity'
With Warburg Pincus spigots flowing, the Baltimore-based $502-million AUM RIA does its part by keeping overhead radically low and worker care high.
Author Oisin Breen March 26, 2021 at 12:21 AM
Related Moves
Facet Wealth gets Vanguard's RIA man in Arizona with hopes he can replicate the fund firm's $115-billion success--before burning through Facet's VC backing
Fresh off 27 new hires, 400 new clients, $47 million in fresh assets, Facet CEO Anders Jones knows he needs one hire for new AUM and new CFPs in grand measure
April 3, 2019 at 2:22 AM
Jeff Spears
March 26, 2021 — 12:56 PM
The CFP designation seems to be the growth engine of the Advisory industry. My question is will a CFP’s recommendations come under the same scrutiny that registered reps did? Without a formalized regulator I remain concerned.
