BT
CFP

Benjamin Tesson

3 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
53 advisors
Number of Clients
12,392 clients
Average Client Portfolio
$312K average
Assets Under Management
$3.9B

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$100 - $9,000

Facet Wealth charges a flat annual membership fee for financial planning services, ranging from $100 to $9,000 annually, depending on the service needs of the member. Investment management is included in this fee. A $250 enrollment fee is charged for members selecting billing cycles other than annual. There is no minimum to open a High Yield account. All other investment accounts require a minimum $500 initial purchase. An administrative fee of $10 per month, per account, will be charged if a member cancels their subscription and does not transfer their assets to another custodian within 30 days after the subscription period ends.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
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Advisor Information

Office location

Ft. Collins, CO

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Facet
October 2022 - Present · 3 yrs 3 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Benjamin Tesson - Financial Advisor | AdvisorDiscover