Facet Wealth Customer Service Contacts

Facet Wealth provides fee-only financial planning, investment management, and retirement planning tailored to individual clients’ needs.

How to reach a person at Facet Wealth

Facet Wealth Responsiveness rating

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3/5

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What you need to know about Facet Wealth

Facet Wealth provides timely support for all customer service inquiries, but response times may vary depending on the method of contact, inquiry volume, and the complexity of the issue.

Facet Wealth customer service response times

Facet Wealth’s customer service response times can vary depending on the method of contact, the volume of inquiries, and the nature of the issue. However, here’s a general idea of what to expect:

Phone supportFacet Wealth customer service phone support response times can vary based on call volume, but you can generally expect to speak with a representative Monday through Friday, from 9 a.m. to 5 p.m. Eastern time. Call customer service at (443) 376-6222.
Email supportFacet Wealth’s customer service email support typically responds within 1 to 2 business days, Monday through Friday, from 9 a.m. to 5 p.m. Eastern time. While response times can vary depending on the volume of inquiries, the team strives to address queries as promptly as possible during these working hours. Email Facet Wealth at info@facet.com.
Live chatFacet Wealth offers live chat support during business hours, Monday through Friday, from 9 a.m. to 5 p.m. Eastern time. Response times for live chat are typically quick, as the company aims to provide immediate assistance. However, response time may vary depending on the volume of inquiries at any given time.
Social mediaFacet Wealth offers customer service support through social media channels such as X and Facebook, with response times generally falling within business hours, Monday through Friday, 9 a.m. to 5 p.m. Eastern time. Here’s how to reach Facet Wealth via social media.
Help center/FAQFacet Wealth’s help center and FAQ support resources are available 24/7, providing self-service assistance at any time, regardless of time zone.

How to resolve a problem with Facet Wealth

This guide on how to solve a customer service problem will help you resolve most problems with the company. You can also refer to the executive contacts below or contact our advocacy team directly.

Facet Wealth mailing address

400 East Pratt Street
8th Floor
Baltimore, MD 21202

Facet Wealth loyalty program

Facet Wealth does not offer a loyalty program.

Facet Wealth social media channels

X


Facet Wealth executive customer service contacts

Primary Contact
Justin Shack
Director of Client Success
400 East Pratt Street
8th Floor
Baltimore, MD 21202
justin.shack@facet.com

LinkedIn

Secondary Contact
Shruti Joshi
President and Chief Operating Officer
400 East Pratt Street
8th Floor
Baltimore, MD 21202
shruti@facet.com

LinkedIn

Chief Executive
Anders Jones
400 East Pratt Street
8th Floor
Baltimore, MD 21202
anders.jones@fact.com

LinkedIn

Facet Wealth customer service policies

What is Facet Wealth's privacy policy?

Facet Wealth’s privacy policy outlines how the company collects, uses, and protects your personal and financial information. It details the types of data collected, such as personal contact information and financial details, which are used to provide personalized financial planning services and improve user experience.

What is Facet Wealth accessibility statement?

Facet Wealth’s accessibility statement emphasizes its commitment to making the website and digital services accessible to all users, including individuals with disabilities.

What are Facet Wealth's terms of use?

Facet Wealth’s terms of use outline the rules and guidelines for using the website and services.

How can I access my account or view my financial plan?

Visit the website and log in to your account using your credentials. Once logged in, access your financial plan, investment details, and other personalized information.

How do I make a payment for my services?

Visit the website and log in to your account. Under the billing section, view payment options and submit payment through the company’s secure online portal.

How do I update my personal information or financial details?

Visit the website and log in to your account. Once logged in, update your personal details, contact information, and financial information directly through your profile settings.

Frequently asked questions about Facet Wealth

How can I contact Facet Wealth customer service?

Does Facet Wealth have an online chat service?

Yes, Facet Wealth has an online chat service.

How do I track my financial progress with Facet Wealth?

Facet Wealth offers regular check-ins with your planner to track progress towards your financial goals, and the company provides digital tools to help you monitor your investments, savings, and overall financial plan.

How to get professional help with your Facet Wealth problem

If you need help with Facet Wealth, you can contact our advocacy team or just click the "Get Help" button. For immediate assistance, you can also send us a message on our Facebook group. Note: We do not charge for our advocacy.

Get Help
DISCLAIMER: The names, numbers and email addresses on this page are provided for informational purposes and are believed to be reliable. However, they should in no way be construed as a guarantee of their accuracy by Elliott.org. Company executives change their email addresses and phone numbers frequently to avoid contact with customers.

If an email address bounces or a phone number is wrong, please report it to us immediately through this form.

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