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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
no description available
Anders Jones: We didn’t ask ‘what can we cherry pick from Vanguard, Kitces, Learnvest, et al., but instead… ‘what does the ideal model look like.'

Jeff Spears

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.

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


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