Cedarwood Financial Partners - Financial Planner: Jeremy Self
Financial planner · Austin, TX · reviewed since 2024
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%99+58.1Reliability 26%98+25.6Value 15%100+15.2Experts 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.
#25 of 66 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 63%
5.0★★★★★33 Google reviews · 3 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Cedarwood Financial Partners - Financial Planner: Jeremy Self at a glance
Google reviewers rate this Austin financial planner five stars across thirty-three reviews, with the owner not responding to any comments. Clients describe services including retirement planning, tax strategies, and 1031 exchanges, highlighting the advisor's punctuality, clear communication, and willingness to explain complex financial concepts. Recurring themes focus on trust, patience, and a fiduciary approach that prioritizes client goals over commissions, while no common criticisms appear in the provided excerpts.
Google rating: 5.0 out of 5 from 33 reviews (100% five-star).
Reviews on this page: 33 Google reviews (31 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: value and momentum; weakest: reliability.
This companyRetirement Planning 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.Cedarwood Financial Partners - Financial Planner: Jeremy Self: 99/100 on this factor. Category median: 97.A
99
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.Cedarwood Financial Partners - Financial Planner: Jeremy Self: 98/100 on this factor. Category median: 98.A
98
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.Cedarwood Financial Partners - Financial Planner: Jeremy Self: 100/100 on this factor. Category median: 100.A
100
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.Cedarwood Financial Partners - Financial Planner: Jeremy Self: 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. Category median: 51.–
–
Bar = this company · dark tick = category median.
Star ratings
33 Google reviews we collected
5.0of 5
5 stars33100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 31 written reviews
100%praise
Praise44100%
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 price556%
Reasonable444%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
5topics
Honesty & trust1841%
Staff & attitude1023%
Would recommend920%
Communication511%
Speed & response25%
What customers talk about
We read 31 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“He is a trusted advisor, outstanding communicator, and a wonderful friend to those he serves.”
“…is everything, Jeremy stands out as someone who leads with integrity, compassion, and a sincere desire to do what's right for others.…”
“Tony and I highly recommend Jeremey Self to anyone looking for a financial advisor.”
“To me what make Jeremey truly special is his ability to communicate.”
“What stood out immediately was his character, professionalism, and the way he approaches his business.”
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Cedarwood Financial Partners - Financial Planner: Jeremy Self for 5 kinds of job. Pick one to see what they paid and said.
DDianna10 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. · 3 weeks ago★★★★★
Jeremey is always looking ahead, identifying potential opportunities to save money, whether through tax strategies, financial planning or helping create a lasting legacy for future generations. He makes certain every T is crossed and every I is dotted, giving his clients confidence and peace of mind.
To me what make…
CCarl3 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. · 3 weeks ago★★★★★
In a profession where trust is everything, Jeremy stands out as someone who leads with integrity, compassion, and a sincere desire to do what's right for others. I'm grateful to know him and wouldn't hesitate to recommend having a conversation with him if you're looking for a financial advisor.
Reasonable priceFinancial planInvestment advising
TThe1 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. · a month ago★★★★★
Jeremy is a leader with a servants heart and is committed to his clients. Very knowledgeable and willing to go the extra mile!
CChadwinLocal Guide · 11 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★★★★★
Jeremy helps his clients with excellent advice and helps you and stand the strategies he employs with communication - his delivery is both patient and kind.
Great priceFinancial plan
MMartinLocal Guide · 14 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★★★★★
Jeremy is not only technical expert at his job, but he is also a great interpersonal expert. He truely want to understand your situation, goals, risks and concerns that need to be addressed to ensue to have a successful life.
MMippyLocal Guide · 255 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★★★★★
Jeremy is professional, but relatable. A down to earth guy who will be honest with you.
Jeremey is always looking ahead, identifying potential opportunities to save money, whether through tax strategies, financial planning or helping create a lasting legacy for future generations. He makes certain every T is crossed and every I is dotted, giving his clients confidence and peace of mind.
To me what make Jeremey truly special is his ability to communicate. He keeps you informed and makes certain you understand you understand what is happening and why. We always feel valued, respected and cared for.
Jeremy knows financial planning is about more than money (even though he watches it like it was his own). He is a trusted advisor, outstanding communicator, and a wonderful friend to those he serves. Jeremy has a heart for people, a mind for financial planning, and a commitment to excellence. Tony and I highly recommend Jeremey Self to anyone looking for a financial advisor.
In a profession where trust is everything, Jeremy stands out as someone who leads with integrity, compassion, and a sincere desire to do what's right for others. I'm grateful to know him and wouldn't hesitate to recommend having a conversation with him if you're looking for a financial advisor.
Price assessment: Reasonable price
Services: Financial plan, Investment advising
T
The Team1 reviewiTotal number of Google reviews The has written across all businesses on Google Maps, not just this one.
Jeremy is a leader with a servants heart and is committed to his clients. Very knowledgeable and willing to go the extra mile!
C
Chadwin Schroder BarleyLocal Guide · 11 reviewsiTotal number of Google reviews Chadwin has written across all businesses on Google Maps, not just this one.
Jeremy helps his clients with excellent advice and helps you and stand the strategies he employs with communication - his delivery is both patient and kind.
Price assessment: Great price
Services: Financial plan
M
Martin FreyLocal Guide · 14 reviewsiTotal number of Google reviews Martin has written across all businesses on Google Maps, not just this one.
Jeremy is not only technical expert at his job, but he is also a great interpersonal expert. He truely want to understand your situation, goals, risks and concerns that need to be addressed to ensue to have a successful life.
I’ve had the opportunity to get to know Jeremy through our professional network and recently sat down with him for a one-on-one. What stood out immediately was his character, professionalism, and the way he approaches his business.
Jeremy is knowledgeable, genuine, and clearly takes his responsibility to his clients seriously. He takes the time to listen, asks thoughtful questions, and approaches conversations with integrity rather than trying to force a sale.
Great person, strong business ethics, and exactly the type of professional you want in your corner.
Price assessment: Great price
Services: Financial plan
E
Enrique HernandezLocal Guide · 19 reviewsiTotal number of Google reviews Enrique has written across all businesses on Google Maps, not just this one.
I had a chance to meet with Jeremy and talk about the value of working with a financial advisor. I really appreciated him taking the time to explain how he helps families like ours plan for their financial future. He made everything easy to understand and gave us a better idea of how having a solid financial plan can help us prepare for the future. Thanks again, Jeremy!
J
Jennifer Wells-JohnsonLocal Guide · 18 reviewsiTotal number of Google reviews Jennifer has written across all businesses on Google Maps, not just this one.
Jeremy is integrity and heart when it comes to helping our community navigate the world of investing, saving, and preparing for a better future. Thank you for always GIVING your all to me and my family.
