Comparison

Facet Wealth vs Personal Capital

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Pick Facet Wealth when
- People wanting ongoing CFP access
- Households juggling tax and investing questions
- Flat-fee avoiders of percent-of-assets advisors
When Facet Wealth is not a fit
- DIY investors happy with a spreadsheet and index funds
- People wanting a one-time plan, not a membership
- Anyone refusing call-only pricing
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