Financial planner · Denton, TX · reviewed since 2023
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%100+58.7Reliability 26%99+25.8Value 15%98+14.9Experts Score= 99Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#4 of 14 wealth management firmsiPosition by Experts Score among all companies we track in this category. · better than 77%
5.0★★★★★52 Google reviews · 5 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★, last 20 reviewsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Badii Group Private Wealth Management 5/5 based on 52 reviews, with no owner responses recorded. Clients describe services including tax-efficient investing, multi-generational planning, and portfolio management, noting the firm’s personalized approach and clear communication. Common themes highlight the advisor’s accessibility, proactive updates, and ability to explain complex financial concepts simply. No low-star reviews were provided to identify recurring criticisms.
Google rating: 5.0 out of 5 from 52 reviews (100% five-star).
Reviews on this page: 52 Google reviews (52 with written comments).
Owner responses: the business replied to 0% of reviews.
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: satisfaction and momentum; weakest: value.
This companyWealth Management Firms median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Badii Group Private Wealth Management: 100/100 on this factor. Category median: 99.A
100
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Badii Group Private Wealth Management: 99/100 on this factor. Category median: 99.A
99
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Not enough reviews for this factor yet. Category median: 100.–
–
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Badii Group Private Wealth Management: 98/100 on this factor. Category median: 99.A
98
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Badii Group Private Wealth Management: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Not enough reviews for this factor yet.–
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Bar = this company · dark tick = category median.
Star ratings
52 Google reviews we collected
5.0of 5
5 stars52100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 52 written reviews
100%praise
Praise60100%
Complaints00%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price3100%
Reasonable00%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude1627%
Honesty & trust1525%
Would recommend1017%
Quality & results915%
Speed & response610%
Communication47%
What customers talk about
We read 52 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Kirk Badii and his team are highly professional and easy to talk to — no intimidating jargon, just honest advice and smart planning.”
“If you’re a business owner looking for a trusted wealth advisor in Southlake, I highly recommend Kirk Badii.”
“Kirk Badii is a go-to expert in wealth management, helping high-net-worth families build and protect their wealth through Badii Group Private Wealth Management.”
“…Badii Group Private Wealth Management in Southlake, Texas has been an outstanding experience.…”
“…exceptional job helping our family think more strategically about tax-efficient investing and long-term financial planning.…”
“Kirk is thoughtful, transparent, and takes the time to explain every option in a way that makes sense.”
People customers mention
Kirk10 reviews
Southlake8 reviews
Dallas3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Badii Group Private Wealth Management for 4 kinds of job. Pick one to see what they paid and said.
Camryn5 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
As a business owner, finding the right financial advisor is critical, and working with Kirk Badii at Badii Group Private Wealth Management in Southlake, Texas has been an outstanding experience. Kirk understands the unique challenges entrepreneurs face, from liquidity events and tax planning to long-term wealth…
Tim2 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 5 months ago★★★★★
Kirk Badii and Badii Group Private Wealth Management in Southlake, Texas, have done an exceptional job helping our family think more strategically about tax-efficient investing and long-term financial planning. Kirk brings a sophisticated level of knowledge while still making everything approachable and easy to…
Ryan4 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 9 months ago★★★★★
Kirk Badii has consistently shown himself as a trustworthy fiduciary for his clients and generous contributor to the community.
Great priceFinancial planEstate planningRetirement savings consulting
andrea3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 9 months ago★★★★★
I had a great experience working together. He took it time to understand my goals and help me feel confident and clear about my financial future.
Financial plan
Cody1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 10 months ago★★★★★
I started with Kirk Badii a few years ago and now my adult children work with him too. He’s fantastic at multi-generational planning and helping us think through the big picture. Badii Group Private Wealth Management has made a real difference for us. If you want a trusted advisor in Southlake, give Kirk a call.
Christina1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 10 months ago★★★★★
What sets Kirk Badii apart is how accessible and proactive he is. He checks in regularly, keeps me updated on changes, and always has my best interest at heart. Badii Group Private Wealth Management in Southlake feels more like a trusted family office than a big corporate firm — exactly what I was looking for.
Great priceFinancial planInvestment advisingWealth management
As a business owner, finding the right financial advisor is critical, and working with Kirk Badii at Badii Group Private Wealth Management in Southlake, Texas has been an outstanding experience. Kirk understands the unique challenges entrepreneurs face, from liquidity events and tax planning to long-term wealth preservation. He takes a very personalized approach and always makes me feel like my family and business goals are his priority. If you’re a business owner looking for a trusted wealth advisor in Southlake, I highly recommend Kirk Badii.
Tim Mathews2 reviewsiTotal number of Google reviews Tim has written across all businesses on Google Maps, not just this one.
Kirk Badii and Badii Group Private Wealth Management in Southlake, Texas, have done an exceptional job helping our family think more strategically about tax-efficient investing and long-term financial planning. Kirk brings a sophisticated level of knowledge while still making everything approachable and easy to understand. His guidance on investment structure, tax efficiency, and wealth preservation has added tremendous value. Kirk Badii is easily one of the top private wealth advisors in the Southlake area.
I started with Kirk Badii a few years ago and now my adult children work with him too. He’s fantastic at multi-generational planning and helping us think through the big picture. Badii Group Private Wealth Management has made a real difference for us. If you want a trusted advisor in Southlake, give Kirk a call.
Christina Hollaway1 reviewiTotal number of Google reviews Christina has written across all businesses on Google Maps, not just this one.
What sets Kirk Badii apart is how accessible and proactive he is. He checks in regularly, keeps me updated on changes, and always has my best interest at heart. Badii Group Private Wealth Management in Southlake feels more like a trusted family office than a big corporate firm — exactly what I was looking for.
It’s great having a top-notch private wealth management firm right here in Southlake, Texas. Kirk Badii and his team are highly professional and easy to talk to — no intimidating jargon, just honest advice and smart planning. I’ve referred several friends to Badii Group and they all feel the same way: they’re in good hands.
David Lezcano1 reviewiTotal number of Google reviews David has written across all businesses on Google Maps, not just this one.
I can’t recommend Badii Group Private Wealth Management enough. Kirk Badii’s level of care and expertise goes far beyond what I’ve experienced elsewhere. He knows my family by name, understands my goals, and tailors every strategy to fit our situation. If you’re in the Southlake area and want a true partner in managing your wealth, Kirk is your guy.
Brandon Swain7 reviewsiTotal number of Google reviews Brandon has written across all businesses on Google Maps, not just this one.
Working with Kirk Badii and his team at Badii Group Private Wealth Management in Southlake, Texas has been one of the best decisions I’ve made for my family’s financial future. Kirk is thoughtful, transparent, and takes the time to explain every option in a way that makes sense. I trust him completely and genuinely appreciate his calm, steady approach, especially in uncertain markets.
