Facet

Overview

Facet is an SEC registered investment adviser based in West Palm Beach, FL, registered since 2016. It reports $7.6B in assets under management across 43,934 accounts, with 238 employees. It has 84 investment adviser representatives.

Reported AUM

$7.6B

Discretionary

100%

Accounts

43,934

Average account

$173K

Employees

238

Advisory reps

84

Registered since

2016

Jurisdictions

53

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees

Executive officers 3 of 10

• Anderson Egan Jones Chief Executive Officer, Director CRD 6727202
• Patrick Royal McKenna Executive Chairman, Director CRD 3104892
• Brent Mitchell Weiss Chief Evangelist CRD 5078002

7 more executive officers, with direct contact details

Advisory reps 3 of 84

• Brandon Charles Aguilar Gunderson Investment Adviser Rep CRD 7589110
• Philip Thomas Alford Insurance Agent · Investment Adviser Rep CRD 6622770
• Claire Nowels Amick Investment Adviser Rep CRD 6686174

81 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2054 Vista Pkwy Ste 400
West Palm Beach, FL 33411

County

Palm Beach

Metro area

Miami-Fort Lauderdale-Pompano Beach, FL

Region

South

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: apps.apple.com/us/app/facet-financial-planning/id6766321737

Every state, with registration dates

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