Experts Reviews · Company report
How 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%93+54.6Reliability 26%93+24.3Value 15%96+14.6Experts Score= 93Not 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.93SCORECompass Financial Management Group, Inc.
Daytona Beach, FL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #12Position by Experts Score among all companies we track in this category. of 14 wealth management firms · 4.9★ from 39 Google reviews
Report card
Percentile vs other wealth management firms (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: momentum 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.Compass Financial Management Group, Inc. is better than 93% of wealth management firms.A
93
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.Compass Financial Management Group, Inc. is better than 93% of wealth management firms.A
93
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.Compass Financial Management Group, Inc. is better than —% of wealth management firms.–
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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.Compass Financial Management Group, Inc. is better than 96% of wealth management firms.A
96
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.Compass Financial Management Group, Inc. is better than 100% of wealth management firms.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.Compass Financial Management Group, Inc. is better than —% of wealth management firms.–
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Reviews for your job
Customers hired Compass Financial Management Group, Inc. for 1 kinds of job.
Compass Financial Management Group, Inc. for wealth management
Clear ✕Jobs reviewedHow many Google reviews are tagged with this job.0
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).—
Usually paidThe price range customers picked most often for this job.—
No written reviews mention this job yet.
No written reviews about this job yet.
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 75%Reasonable 25%Overpriced 0%Not sure 0%
Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 5 | — |
