Financial consultant · Irving, TX · reviewed since 2015
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%97+25.3Value 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.
#8 of 34 financial plannersiPosition by Experts Score among all companies we track in this category. · better than 79%
5.0★★★★★45 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★, 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 Chessman Wealth Strategies five stars based on forty-five reviews, with the owner not replying to any comments. Clients describe long-term relationships where the firm provides retirement planning, estate management, and tax guidance. Recurring themes include detailed explanations, patient communication, and a focus on long-term goals rather than quick schemes. Reviewers note that the team is responsive to questions and offers regular portfolio reviews, resulting in consistent investment growth and confidence in their financial future.
Google rating: 5.0 out of 5 from 45 reviews (100% five-star).
Reviews on this page: 45 Google reviews (42 with written comments, 1 with photos).
Owner responses: the business replied to 0% of reviews.
Most recent review: April 2, 2026.
Service: Financial Planner serving Irving, Texas.
Data from Google, last updated October 26, 2026.
Score profile vs other financial planners
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: craft & service and value; weakest: reliability.
Chessman Wealth StrategiesFinancial Planners 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.Chessman Wealth Strategies: 99/100 on this factor. Category median: 99.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.Chessman Wealth Strategies: 97/100 on this factor. Category median: 97.A
97
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.Chessman Wealth Strategies: 100/100 on this factor. Category median: 100.A
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.Chessman Wealth Strategies: 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.Chessman Wealth Strategies: 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: 58.–
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Bar = this company · dark tick = category median.
Star ratings
45 Google reviews we collected
5.0of 5
5 stars45100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 42 written reviews
100%praise
Praise74100%
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 price350%
Reasonable350%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude2432%
Honesty & trust1318%
Would recommend1318%
Quality & results1216%
Speed & response68%
Communication68%
What customers talk about
We read 42 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“They are very knowledgeable and helpful on making my retirement plans so that I can relax and enjoy my years to come.”
“They also help in other areas such as family wills, trust funds and placements for savings to grow with higher % ratings!”
“Everyone at Chessman Wealth is kind, thorough and thoughtful, and we highly recommend them.”
“Sean and team have done a great job managing our portfolio and keeping our goals on track!”
“Chessman focuses on long-term planning and consistent growth, not get rich quick schemes.”
“Just as importantly, the finance team delivers clear explanations and options.”
People customers mention
Sean6 reviews
Wade5 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Chessman Wealth Strategies for 2 kinds of job. Pick one to see what they paid and said.
Nancy5 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. · 6 months ago★★★★★
I am so pleased with the Chessman Wealth group of advisors. They are very knowledgeable and helpful on making my retirement plans so that I can relax and enjoy my years to come. It does not matter how much money you have I feel they treat everyone the same way. If you are looking for someone new or just a change…
Reasonable priceFinancial coachingTax planning
Steve3 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. · 6 months ago★★★★★
Chessman Wealth Strategies is absolutely the best. I’ve been using them for years and couldn’t be happier
LouAnn2 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. · 7 months ago★★★★★
My husband and I are so grateful for Chessman Wealth. We have worked with them for many years and want to especially thank Sean for all his patience in answering all our questions. Everyone at Chessman Wealth is kind, thorough and thoughtful, and we highly recommend them.
Kent2 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. · 7 months ago★★★★★
We have been with Chessman over 20 years. They have always been very detail oriented. Asking questions that will lead to sound financial decisions. They focus on your goals and how to achieve them. Chessman focuses on long-term planning and consistent growth, not get rich quick schemes. Very satisfied with their performance.
Financial coachingTax planning
Will6 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. · 7 months ago★★★★★
My wife and I have been with Chessman for two years. Sean and team have done a great job managing our portfolio and keeping our goals on track!!!
Financial coaching
Steven9 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. · 7 months ago★★★★★
My wife and I have partnered with Chessman Wealth for over 5 years. Every year our portfolio of investments grows. Just as importantly, the finance team delivers clear explanations and options. We meet biannually for a full review, and any other time we have questions, they are quick to respond. Wade Chessman and…
I am so pleased with the Chessman Wealth group of advisors. They are very knowledgeable and helpful on making my retirement plans so that I can relax and enjoy my years to come. It does not matter how much money you have I feel they treat everyone the same way. If you are looking for someone new or just a change give them a try you will not be disappointed I promise.
Price assessment: Reasonable price
Services: Financial coaching, Tax planning
Steve Robertson3 reviewsiTotal number of Google reviews Steve has written across all businesses on Google Maps, not just this one.
My husband and I are so grateful for Chessman Wealth. We have worked with them for many years and want to especially thank Sean for all his patience in answering all our questions. Everyone at Chessman Wealth is kind, thorough and thoughtful, and we highly recommend them.
Kent Carpenter2 reviewsiTotal number of Google reviews Kent has written across all businesses on Google Maps, not just this one.
We have been with Chessman over 20 years. They have always been very detail oriented. Asking questions that will lead to sound financial decisions. They focus on your goals and how to achieve them. Chessman focuses on long-term planning and consistent growth, not get rich quick schemes. Very satisfied with their performance.
Services: Financial coaching, Tax planning
Will DeWeese6 reviewsiTotal number of Google reviews Will has written across all businesses on Google Maps, not just this one.
My wife and I have partnered with Chessman Wealth for over 5 years. Every year our portfolio of investments grows. Just as importantly, the finance team delivers clear explanations and options. We meet biannually for a full review, and any other time we have questions, they are quick to respond. Wade Chessman and his team of certified analysts are worth our investment.
Jennifer Morale3 reviewsiTotal number of Google reviews Jennifer has written across all businesses on Google Maps, not just this one.
Tony and I started with Wade Chessman and crew when we retired in 2020. They have worked with us in growing our retirement investments! We meet once a year to plan out our year and go over our increased investments from previous year! They work very hard on placing our investments in stocks and bonds where they grow the best! We have been very happy with the growth of our investments over the years we have been with Chessman Strategies! They also help in other areas such as family wills, trust funds and placements for savings to grow with higher % ratings! All the employees there are very professional and awesome! We would refer them to anyone wanting to grow their investments!
Dennis Howard1 reviewiTotal number of Google reviews Dennis has written across all businesses on Google Maps, not just this one.
Wade and his team have been doing a remarkable job managing our retirement funds. They clearly explain what they are doing to help us achieve our retirement goals. They also guide us through all the best ways to manage our tax obligations. Besides our annual “checkups” to see what our needs are each year, they are always available for any immediate needs, when necessary. We highly recommend Wade and Chessman Wealth Strategies to anyone looking for honest and successful wealth management!
Price assessment: Great price
Services: Financial coaching, Tax planning
Jeff Kilpatrick6 reviewsiTotal number of Google reviews Jeff has written across all businesses on Google Maps, not just this one.
My wife and I have worked with Chessman for a year and a half and they are excellent. Their comprehensive approach to ensuring you have all the right financial and estate planning is very thorough and much better than other financial planners I have used that only focus on investment choices. We especially like Chessman's focus on financial planning for our unique family situation and our planned retirement meeting the different financial goals we have. It gives both my wife, and I comfort that we have a plan in place that not only meets our goals but ensures we have enough money to live to old age! I also really live their faith focus and being Certified Kingdom Advisors as this is an important part of our lives.
Price assessment: Reasonable price
Services: Financial coaching, Tax planning
Jacie Minick2 reviewsiTotal number of Google reviews Jacie has written across all businesses on Google Maps, not just this one.
Always detail oriented, patient, great listeners, calm and faithful. I am a retired teacher and have relied and trusted Chessman wealth for 20 years. I fret about $ and am comforted by having them do the fretting for me 🤪
