Anders Jones

Facet Wealth

Fast Facts

  • Drinks two gallons of water a day.
  • Owns three dogs and a horse.
  • Growing up, he wanted to be a naval aviator.

Coming out of college in 2009 right after the financial crisis had hit, Anders Jones faced a difficult job market. So he joined a start-up, LiveRamp, which was sold for $310 million in 2014. That led him to invest in and manage other start-ups in a number of industries.

In 2016, he and others founded an RIA, Facet Wealth, with $33 million of start-up capital.

What led him to financial services?

“We said, ‘Let’s find a substantial industry going through a big change where we can build a long-term business,’” Mr. Jones said. “We took notice of robo [start-up funding] raises and when we dug into it we learned about a massively underserved population — the mass affluent market.”

Facet Wealth employs nine full-time CFPs who work remotely with clients (currently about 500). The service is financial planning-based but investment management is also available, and is supported by monthly subscription fees starting at $40 a month and continuing upward for clients with more complex needs.

“We actually turn away high-net-worth clients. We’re not competing with anyone in the industry,” Mr. Jones said. “It’s the most exciting thing I’ve ever worked on.”

— Deborah Nason


Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.