Financial planner · Denton, TX · reviewed since 2019
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%99+25.8Value 15%99+15.1Experts 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 14 wealth management firmsiPosition by Experts Score among all companies we track in this category. · better than 46%
5.0★★★★★74 Google reviews · 1 photos
99%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.
Clients consistently highlight personalized financial planning, clear communication of complex investment strategies, and accessible support for retirement and estate planning. Reviewers note the firm’s proactive approach to portfolio management and its ability to adapt to individual risk tolerance and life changes. With a perfect 5.0 rating from 74 reviews, customers describe the team as knowledgeable and responsive, though the owner has not replied to any reviews.
Google rating: 5.0 out of 5 from 74 reviews (99% five-star).
Reviews on this page: 74 Google reviews (71 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: craft & service and momentum; weakest: value.
Dawson Private WealthWealth Management Firms 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.Dawson Private Wealth: 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.Dawson Private Wealth: 99/100 on this factor. Category median: 99.A
99
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.Dawson Private Wealth: 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.Dawson Private Wealth: 99/100 on this factor. Category median: 99.A
99
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.Dawson Private Wealth: 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.–
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Bar = this company · dark tick = category median.
Star ratings
74 Google reviews we collected
5.0of 5
5 stars7399%
4 stars11%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 71 written reviews
98%praise
Praise11898%
Complaints22%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude3126%
Honesty & trust3025%
Would recommend2319%
Communication1714%
Quality & results98%
Speed & response98%
Price & value11%
What customers talk about
We read 71 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“…nderstand my needs, goals, and have always provided personalized and knowledgeable guidance to help me navigate important financial decisions.…”
“They are transparent and honest, which can sometimes be tough for the client who is not doing well financially.”
“I will continue to recommend them to any and all of my family and friends.”
“They are very easy to get in touch with and they time to explain complicated things in regular speak.”
“He is thorough in covering all details and ensuring that we are well-informed and confident in all decisions and actions.”
“I also needed advisors to quickly assist me in building my wealth in a way that I can focus on living my life comfortably outside of working while sti…”
“We had a free consultation and learned just like your doctor is board certified, financial advisors have levels to their businesses as well.”
People customers mention
Steven26 reviews
Christian3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Dawson Private Wealth for 2 kinds of job. Pick one to see what they paid and said.
ZeppLocal Guide · 18 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. · 10 months ago★★★★★
Being a client of Dawson private wealth for the last 2 years I can tell we are in good hands. They continue to offer updates and advice to where we can afford more opportunities to grow our retirement and they adhere to our asks on risks and ensuring we build financial stability responsibly. I will continue to…
Sherrilyn4 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 year ago★★★★★
Steven Dawson was recommended to us when we were clueless about how to handle my mother's financial accounts when she became unable to handle them herself. We quickly realized he would be a great asset in getting our own accounts in order.
Steven and his team take care to know the individual first, then take equal…
Vicki5 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 year ago★★★★★
They are very easy to get in touch with and they time to explain complicated things in regular speak. All advisors are not the same, I’ve worked with other advisors in the past and I can tell there is a difference. I love their Christian values and i trust them. I was nervous initially but they have guided my family…
Nina8 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 year ago★★★★★
As a CPA, I have been really pleased with the services offered by Dawson Private Wealth. They take a personalized, hands-on approach to financial advising. They pride themselves on educating their clients and empowering them in taking charge of their finances. Their knowledge and professionalism is top-notch. I highly recommend!
ralph6 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 year ago★★★★★
As a retired engineer, I originally kept all my assets managed through Fidelity. As I approached retirement, I begin to realize that I wanted more of a customized approach to my retirement. I also wanted a personalized relationship with a team that understood my family’s needs and aspirations. I desired my assets to…
ShellyLocal Guide · 16 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. · 2 years ago★★★★★
I was introduce to Dawson Private Wealth/ Steven nearly 6 years ago. I was getting close to retirement ( before the age of 59 1/2) which makes my situation very different. I was interested in how to grow my investment and what was the best withdrawal strategy. I have since retired and the team has been very…
I have been a client of Dawson Private Wealth for a number of years. It has been one of the best decisions I have made. From the very beginning, they took the time to truly understand my needs, goals, and have always provided personalized and knowledgeable guidance to help me navigate important financial decisions.
They genuinely care about their clients. You are more than a number on a spreadsheet; you’re like family. I leave their office always feeling supported and valued.
They do more than just provide outstanding financial advice. Both Steven and Jamaul have gone above and beyond. On several occasions, they have connected me with other trusted professionals from their network of contacts.
I am so grateful for the relationship we’ve built over the years. A big thanks to Steven, Jamaul, Albert, Ashley, Melissa, and Grace. I have complete peace of mind knowing I have a great group of people truly looking out for my family’s best interests.
Being a client of Dawson private wealth for the last 2 years I can tell we are in good hands. They continue to offer updates and advice to where we can afford more opportunities to grow our retirement and they adhere to our asks on risks and ensuring we build financial stability responsibly. I will continue to recommend them to any and all of my family and friends.
Great set of gentlemen who absolutely know how to not only sustain your wealth...but also how to grow your wealth. I am a surgeon with high earning history and potential. I needed well educated and advisors of high expertise that could organize my earnings and investments into easy to understand plans. I also needed advisors to quickly assist me in building my wealth in a way that I can focus on living my life comfortably outside of working while still building wealth to the point where I did not NEED to work, but CHOSE to work. The office space is elegant and well structured. They are all professional and care about you as a person...not just your finances. They are transparent and honest, which can sometimes be tough for the client who is not doing well financially...but their honesty give you a sense of protection and adds trust that they will handle you and your finances well. You will NOT be disappointed with them!
Sherrilyn Price4 reviewsiTotal number of Google reviews Sherrilyn has written across all businesses on Google Maps, not just this one.
Steven Dawson was recommended to us when we were clueless about how to handle my mother's financial accounts when she became unable to handle them herself. We quickly realized he would be a great asset in getting our own accounts in order.
Steven and his team take care to know the individual first, then take equal care to fit investment strategies to the individual needs and preferences. He is thorough in covering all details and ensuring that we are well-informed and confident in all decisions and actions. We connect with him as an advisor, a Christian, and a friend.
Vicki Peeples5 reviewsiTotal number of Google reviews Vicki has written across all businesses on Google Maps, not just this one.
They are very easy to get in touch with and they time to explain complicated things in regular speak. All advisors are not the same, I’ve worked with other advisors in the past and I can tell there is a difference. I love their Christian values and i trust them. I was nervous initially but they have guided my family and I over a decade through good and bad times and they are like family now.
Nina Turner8 reviewsiTotal number of Google reviews Nina has written across all businesses on Google Maps, not just this one.
As a CPA, I have been really pleased with the services offered by Dawson Private Wealth. They take a personalized, hands-on approach to financial advising. They pride themselves on educating their clients and empowering them in taking charge of their finances. Their knowledge and professionalism is top-notch. I highly recommend!
ralph harris6 reviewsiTotal number of Google reviews ralph has written across all businesses on Google Maps, not just this one.
As a retired engineer, I originally kept all my assets managed through Fidelity. As I approached retirement, I begin to realize that I wanted more of a customized approach to my retirement. I also wanted a personalized relationship with a team that understood my family’s needs and aspirations. I desired my assets to be better allocated and balanced. Dawson and his team have put my family and I in a better situation where I now have more confidence in my retirement planning. I like the fact that they were not salespeople or pushing any specific product but they just took time to listen and understand what was important to me.
Shelly ReedLocal Guide · 16 reviewsiTotal number of Google reviews Shelly has written across all businesses on Google Maps, not just this one.
I was introduce to Dawson Private Wealth/ Steven nearly 6 years ago. I was getting close to retirement ( before the age of 59 1/2) which makes my situation very different. I was interested in how to grow my investment and what was the best withdrawal strategy. I have since retired and the team has been very diligent in helping me understand my ever changing needs. I appreciate their patience and their care.
Dondi MarkhamLocal Guide · 114 reviewsiTotal number of Google reviews Dondi has written across all businesses on Google Maps, not just this one.
Steven Dawson and his team have been so kind and are amazing at what they do! My fiancé and I are both widows/widowers, and I can't say enough about how sensitive to our situation they have always been while bringing us higher returns on our investments than anyone we've ever worked with. They are truly what every investment firm should be!
JanLocal Guide · 16 reviewsiTotal number of Google reviews Jan has written across all businesses on Google Maps, not just this one.
Highly recommend Steven Dawson and his staff. They have taken care of me and my family as their own. After losing my husband, they have guided me and grown my portfolio significantly and ensuring that we are financially successful. I have a tremendous amount of faith and confidence in my future because of Steven Dawson and his staff.
