Analyzing 7,328,4747.3M ReviewsFor 20,75220.8K Experts

Experts Reviews · Company report
Chessman Wealth Strategies 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%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

Chessman Wealth Strategies

Irving, TX · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #8Position by Experts Score among all companies we track in this category. of 34 financial planners · 5.0★ from 45 Google reviews

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Report card

Percentile vs other financial planners (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.Chessman Wealth Strategies is better than 99% of financial planners.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.Chessman Wealth Strategies is better than 97% of financial planners.A
97
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.Chessman Wealth Strategies is better than 100% of financial planners.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.Chessman Wealth Strategies is better than 100% of financial planners.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.Chessman Wealth Strategies is better than 100% of financial planners.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.Chessman Wealth Strategies is better than —% of financial planners.–
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Reviews for your job

Customers hired Chessman Wealth Strategies for 2 kinds of job.

Chessman Wealth Strategies for tax planning

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.6
★ 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: 97/100.How Job match is calculatedBuilt only from reviews Google tagged “Tax planning”: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.#1 / 5
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 6 Google reviews tagged “Tax planning”

Nancy5 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. · 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
Kent2 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. · 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
Dennis1 reviewTotal 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★★★★★

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…

Great priceFinancial coachingTax planning
Jeff6 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. · 7 months ago★★★★★

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…

Reasonable priceFinancial coachingTax planning
GingerLocal Guide · 8 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. · 7 months ago★★★★★

My husband and I have worked with Chessman for over 5 years. We are now retired and we feel very confident in our financial plan and don't worry about our financial future at all. We highly recommend Chessman to anyone considering a wealth strategist!!

Great priceFinancial coachingTax planning
Tony7 months ago★★★★★

Rating only, no written review.

Great priceFinancial coachingTax planning

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 50%Reasonable 50%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial coaching7—
Tax planning6—

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