Analyzing 7,222,6097.2M ReviewsFor 20,47620.5K Experts

Experts Reviews · Company report
Echelon Financial 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%98+25.6Value 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

Echelon Financial

Austin, TX · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #24Position by Experts Score among all companies we track in this category. of 66 retirement planning · 5.0★ from 33 Google reviews

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Percentile vs other retirement planning (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: value and momentum; 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.Echelon Financial is better than 99% of retirement planning.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.Echelon Financial is better than 98% of retirement planning.A
98
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.Echelon Financial is better than —% of retirement planning.–
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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.Echelon Financial is better than 100% of retirement planning.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.Echelon Financial is better than 100% of retirement planning.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.Echelon Financial is better than —% of retirement planning.–
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Reviews for your job

Customers hired Echelon Financial for 4 kinds of job.

Echelon Financial for wealth management

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.7
★ 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: 90/100.How Job match is calculatedBuilt only from reviews Google tagged “Wealth management”: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.#8 / 21
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 7 Google reviews tagged “Wealth management”

Kenny5 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. · 4 months ago★★★★★

Kelly Manzano was very pleasant, patient and helpful.

Great priceWealth management
Anneke11 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. · 9 months ago★★★★★

Very efficient and always ready to give advice! All associates very helpful.

Reasonable priceFinancial planInvestment advisingWealth management
Keili8 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★★★★★

Chris and Kelly have been excellent to work with. They are knowledgeable, friendly, and proactive in their communication. They’re always quick to respond and take the time to explain strategies in a way that’s easy to understand, following up promptly on any questions or updates. I truly appreciate their…

Reasonable priceFinancial planInvestment advisingWealth management
Maura11 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★★★★★

Choosing Echelon Financial has been the best financial decision of our lives. Chris and Kelly are not only very responsive, but are extremely proactive with their communication. They have grown our portfolio substantially and have our full confidence in all market situations. The software they’ve built have…

Great priceFinancial planEstate planningInvestment advising
Michael5 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 known Chris Wilbratte for over 30 years and I recently started working with Echelon Financial. Chris is detail oriented and puts strategies together that align with your goals and objectives. I couldn't be happier to have someone so knowledgeable and experienced working for my interests. I would highly…

Financial planEstate planningInvestment advising
Dennis10 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’m extremely pleased with Echelon…they are extremely responsive and personalized in their services. My experience with other financial advisors is as follows Merrill Lynch (1 star), RBC Dain Rauscher (3 stars) and Fisher Investments (4 stars)…Echelon is far superior to any of the financial service providers I’ve dealt with.

Reasonable priceFinancial planWealth managementService not listed
LauraLocal Guide · 12 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★★★★★

Chris has handled my investments for 30 years, all the way back to when I was a teacher in the 1990s contributing $50/month to an annuity. As a fiduciary, he's always looked out for my best interests. In addition to managing our investments, Chris gave my husband and me advice on long-term care insurance when we…

Reasonable priceFinancial planInvestment advisingWealth management

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 43%Overpriced 0%Not sure 7%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan14—
Investment advising12—
Wealth management7—
Estate planning2—

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