generated: '2026-08-12'
method: searched
source: https://facet.com/pricing/
docs: https://facet.com/pricing/
scope: consumer-membership
scope_note: >-
  IMPORTANT — these are Facet's consumer financial-planning membership tiers, NOT API
  access plans. Facet publishes no developer program and no API, so there is no API
  pricing surface to record. The tiers below are captured because they are the real,
  publicly published commercial plans of the company; they should not be read as API
  quota or rate tiers. api_plan_count is 0.
plan_count: 3
api_plan_count: 0
currency: USD
billing_periods:
- annual
- quarterly
plans:
- name: Core
  price: 2600
  currency: USD
  price_display: '$2,600 /year'
  period: year
  enrollment_fee: 300
  enrollment_fee_note: '$300 enrollment fee waived when paying annually.'
  included:
  - Access to CERTIFIED FINANCIAL PLANNER professionals
  - 3 planning meetings in year one, 1 annual meeting in year two onward
  - Core planning hours 9am-5pm
  - Retirement and life planning
  - Savings and debt management
  - Investment management
  - Tax-savings strategies
  - Insurance planning
  - Education planning
  limits:
    planning_meetings_year_one: 3
    planning_meetings_ongoing: 1
    support_hours: 9am-5pm
- name: Plus
  price: 5500
  currency: USD
  price_display: '$5,500 /year'
  period: year
  enrollment_fee: 300
  enrollment_fee_note: '$300 enrollment fee waived when paying annually.'
  included:
  - Dedicated CFP professional team
  - 3 planning meetings in year one, 2 annual meetings in year two onward
  - Extended hours 9am-8pm
  - Tax filing by a certified tax professional
  - Employer stock and equity compensation planning
  - Private market investing access
  limits:
    planning_meetings_year_one: 3
    planning_meetings_ongoing: 2
    support_hours: 9am-8pm
- name: Complete
  price: 8700
  currency: USD
  price_display: '$8,700 /year'
  period: year
  enrollment_fee: 300
  enrollment_fee_note: '$300 enrollment fee waived when paying annually.'
  included:
  - Dedicated CFP professional
  - 4 planning meetings in year one, 4 annual meetings in year two onward
  - Extended hours 7am-8pm
  - Private investment team consultation
  - Concierge onboarding
  - Priority support
  - Comprehensive tax-savings analysis
  - Direct Indexing access
  limits:
    planning_meetings_year_one: 4
    planning_meetings_ongoing: 4
    support_hours: 7am-8pm
add_ons:
- name: Estate Planning
  price_first_year: 1200
  price_renewal: 100
  currency: USD
  period: year
  available_on:
  - Core
  - Plus
  - Complete
  note: >-
    Delivered in partnership with Wealth.com; announced 2024-05-30. First year $1,200.00,
    renews at $100/yr.
pricing_model: flat-fee-membership
pricing_model_note: >-
  Facet charges a flat annual membership fee rather than an assets-under-management
  percentage, and takes no commissions.