Facet Wealth:
Delivering Mass Affluent Market Financial Advice through Home-Based CFPs

Recently Released!!!
Date Published: November 28, 2017
Summary Power Point Deck: 12 Slides
Reference Power Point Deck: 50 Slides

Facet Wealth was founded as Fabric Wealth by Anders Jones & Patrick McKenna in 2016. The company is based in Baltimore, MD and has seven employees & $15 million assets under management. Facet Wealth is led by its Executive Chairman Patrick McKenna & CEO Anders Jones. Its web site can be found at www.facetwealth.com.

Facet Wealth's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of offices; employees; clients; accounts; net new accounts; assets under management; net flows; revenues per client; revenues; cost of goods sold; selling, general, & administrative expenses; acquisitions; operating income total costs; earnings before interest, tax, depreciation, and amoritization (EBITDA); & net profits.

Its profile includes detailed outlines of its core services, including:

  • Service One
  • Service Two
And its profile concludes with the highlights of its organizational structure & ownership.
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