Baltimore based financial life management platform has raised $33m in Series A financing led by Warburg.
. The company charges a flat annual fee for a relationship with a certified financial planner, with prices ranging from $480 to $5,000 per year, and caters to people with a wealth range of $100,000 to $1 million. “Our mission is to unlock access to high-quality financial advice for the mass affluent individuals and families that are often underserved or overlooked by the traditional wealth management industry,” said Facet Wealth CEO Anders Jones, in a statement. “We are focused on delivering high-value service at an affordable price by combining high-touch financial planning with the accessibility and efficiency of on-demand service.”