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Firms / Florida

Facet

West Palm Beach, FL. Legal name: Facet Wealth, Inc.

85 advisors$7.6 billion managed25 offices

About the firm

A registered investment advisory firm based in West Palm Beach, Florida, with about 25 offices. It manages about $7.6 billion for roughly 14,741 individual clients. Services include financial planning, investment management for individuals and small businesses.

How they work

How they’re paid ?Flat or fixed fees
Typical client size ?$515,820
Assets under management ?$7.6 billion
Individual clients14,741
Median years of experience10
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businesses

Advisors at Facet

85Advisors
10Median years of experience
20States with offices
25Offices
85 advisors · Facet
Facet
33yrs
Anthony Regalado
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top advisor by experience at Facet
CFP®Fiduciary
Call Directions
Facet
29yrs
Muata Mahluli
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 2% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
29yrs
Thomas Kirby
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 4% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
28yrs
Richard Elliott
Financial advisor
12783 Kingsmill Way
Fort Meyers, FL 33913
Top 6% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
28yrs
David Wirth
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 7% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
26yrs
Todd Macaulay
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 9% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
26yrs
Derek Woods
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 9% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
26yrs
Nancy Nawn
Financial advisor
Runnemede, NJ
Top 11% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
25yrs
Sarah Gallagher
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 12% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
24yrs
Kimberly DuLaurence
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 14% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
22yrs
Matthew Farrell
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 15% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
21yrs
Narcisse Dargenson
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 16% by experience at Facet
CFP®
Call Directions
Facet
20yrs
Brent Weiss
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 19% by experience at Facet
CFP®ChFCFiduciary
Call Directions
Facet
20yrs
Shawn Rooney
Financial advisor
Poplar Grove, IL
Top 20% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
18yrs
David Fowler
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 21% by experience at Facet
CFP®ChFC
Call Directions
Facet
17yrs
Kevin Stevens
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 22% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
17yrs
Noreen Burtner
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
Top 24% by experience at Facet
CFP®Fiduciary
Call Directions
Facet
16yrs
Michelle Packer
Financial advisor
Spring Valley, CA
More experience than 74% of advisors at Facet
CFP®Fiduciary
Call Directions
Facet
16yrs
Stephen Burley
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
More experience than 73% of advisors at Facet
CFP®Fiduciary
Call Directions
Facet
15yrs
Brian Wagnon
Financial advisor
2054 Vista Parkway Suite 400
West Palm Beach, FL 33411
More experience than 72% of advisors at Facet
CFP®Fiduciary
Call Directions

Results follow your filters. Featured advisors pay to be highlighted near their office and are always labeled. Distances are measured to each advisor’s office.

Also known as

Fabric Wealth · Onek Financial, Inc. · Facet Wealth, INC, · Facet Wealth, Inc. · Facet Wealth

About Facet

How do I contact Facet?

Call the main office at (443) 376-6222. The main office is at 2054 Vista Parkway Suite 400, West Palm Beach, FL 33411.

How is Facet paid?

The firm reports being paid by flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Facet offer?

Financial planning, Investment management for individuals and small businesses.

How many advisors work at Facet?

We list 85 advisors currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.