Analyzing 5,776,2605.8M ReviewsFor 15,91315.9K Experts

Experts Reviews · Company report
Cetera Planning Partners logoHow 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%99+25.8Value 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

Cetera Planning Partners

Olathe, KS · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #1Position by Experts Score among all companies we track in this category. of 26 financial advisors · 5.0★ from 135 Google reviews

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Report card

Percentile vs other financial advisors (100 = best)Each 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: craft & service and value; weakest: reliability.

SatisfactionSatisfaction · 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.Cetera Planning Partners is better than 99% of financial advisors.A
99
ReliabilityReliability · 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.Cetera Planning Partners is better than 99% of financial advisors.A
99
Craft & serviceCraft & service · 0% of the scoreGoogle 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.Cetera Planning Partners is better than 100% of financial advisors.A
100
ValueValue · 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.Cetera Planning Partners is better than 100% of financial advisors.A
100
MomentumMomentum · 0% of the scorePenalises 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.Cetera Planning Partners is better than 100% of financial advisors.A
100
Replies to reviewsReplies 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.Cetera Planning Partners is better than —% of financial advisors.–
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Reviews for your job

Customers hired Cetera Planning Partners for 6 kinds of job.

Cetera Planning Partners for investment advising

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.10
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—
Rank for this jobPosition of this company in the Job match ranking for this job among the companies we track.Its Job match: 92/100.How Job match is calculatedBuilt only from reviews Google tagged “Investment advising”:Stars on this job 55%Number of such jobs 25%Overall Experts Score 20%Stars are pulled toward the category average when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.#2 / 4
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 10 Google reviews tagged “Investment advising”

MitziLocal Guide · 106 reviewsTotal 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 week ago★★★★★

Been with them for more than 5 years. I was able to retire 2 yrs ago as our investments were able to grow and we are at a very strong point with no debt.

Great priceFinancial planRetirement savings consultingInvestment advising
Eric3 reviewsTotal 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. · 11 months ago★★★★★

Have been working with the TRGP Team for over 10 years and always found them to be honest, focused on my needs and knowledgeable. Their planning and investment strategies respond well to market changes to provide the planned returns to my portfolio. I’m very happy with the quality of their services and their…

Reasonable priceFinancial planRetirement savings consultingInvestment advising
Tullus10 reviewsTotal 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 year ago★★★★★

Absolutely outstanding professionalism, knowledge and expert guidance regarding my portfolio! 100% satisfaction.

Great priceFinancial planInvestment advising
Ed8 reviewsTotal 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 year ago★★★★★

I was introduced to The Retirement Planning Group from an existing client. I have seen my account grow and have used their services for tax planning and estate planning services. I have been very pleased with all their services and my account representative, Taylor Pearson.

Reasonable priceFinancial planEstate planningRetirement savings consulting
Marietta3 reviewsTotal 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 year ago★★★★★

It has been such a blessing for my husband and I to work with Paul Dreher, Financial advisor, for the past 3 years. The service & expertise he and his staff provides continues to be just outstanding! Paul is a patient teacher, quick to respond to questions, and continues to educate us each step along the way on…

Great priceFinancial planRetirement savings consultingInvestment advising
Liz5 reviewsTotal 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 year ago★★★★★

Our financial advisor, Bill Parrott, with The Retirement Planning Group is the BEST! He is great at investing money well. He is good at explaining what everything means, and answers our questions in way that it is clear and understanding. Bill has been our advisor for many years. We are so grateful to have Bill…

Great priceFinancial planRetirement savings consultingInvestment advising
RandyLocal Guide · 118 reviewsTotal 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 year ago★★★★★

I have worked with Timothy Watters & Colin Watters for >20 years now. They have always been willing to educate me & provide sage advice, while effectively managing my portfolio. They are exceptional in what they do & I am very grateful for the above average returns they have consistently delivered while helping me…

Reasonable priceFinancial planRetirement savings consultingInvestment advising
Greg5 reviewsTotal 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 year ago★★★★★

I have been using this business for one year now and David Nyman has been awesome the entire time!

Reasonable priceFinancial planEstate planningRetirement savings consulting
Carla3 reviewsTotal 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 year ago★★★★★

Dwight is knowledgeable and explains things well. The company has a good system, graphics and ways of showing you your portfolio and how it is performing. My husband and I have been with them for about 12 years and have been happy with the results.

Reasonable priceFinancial planRetirement savings consultingInvestment advising
chris3 reviewsTotal 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 year ago★★★★★

Rating only, no written review.

Great priceFinancial planEstate planningRetirement savings consulting

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 54%Reasonable 46%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan13—
Retirement savings consulting11—
Investment advising10—
Tax planning5—
Wealth management5—
Estate planning3—

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