Muhammad nadeem4 reviewsTotal number of Google reviews Muhammad has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleMr Fraser Allport is a trustworthy and honest person.
Fraser Allport - Accredited Investment Fiduciary
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%89+52.2Reliability 26%79+20.6Value 15%100+15.2Momentum penalty60−4Experts Score= 84Not 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.84SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#13 of 14 wealth management firmsPosition by Experts Score among all companies we track in this category. · better than 8%
4.9 ★★★★★ 79 Google reviews · 24 photos
97%five-star reviews
4.50★last 12 monthsAverage stars on reviews from the last 12 months only.
5%1–2★, last 20 reviewsShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
97%reviews answered by the owner
Oct 2026latest review
Fraser Allport - Accredited Investment Fiduciary at a glance
Google reviewers rate Fraser Allport 4.9 out of 5 stars based on 79 reviews, with the owner responding to 97% of feedback. Clients frequently cite his patience, clear communication, and willingness to answer detailed questions regarding retirement planning, 401k conversions, Social Security, and Medicare. Many note that he provides personalized advice without pressuring product sales, often offering initial consultations without charge. No recurring criticisms appear in the provided excerpts, which consist entirely of five-star reviews highlighting his professionalism and approachable demeanor.
- Google rating: 4.9 out of 5 from 79 reviews (97% five-star).
- Reviews on this page: 79 Google reviews (76 with written comments, 2 with photos).
- Owner responses: the business replied to 97% of reviews.
- Most recent review: October 7, 2026.
- Service: Wealth Management Firm serving Daytona Beach, Florida.
Data from Google, last updated October 26, 2026.
Score profile vs other wealth management firms
Score per factor (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: momentum.
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.Fraser Allport - Accredited Investment Fiduciary: 89/100 on this factor. Category median: 99.A
89
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.Fraser Allport - Accredited Investment Fiduciary: 79/100 on this factor. Category median: 99.B
79
Craft & serviceCraft & 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.Fraser Allport - Accredited Investment Fiduciary: 100/100 on this factor. Category median: 100.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.Fraser Allport - Accredited Investment Fiduciary: 100/100 on this factor. Category median: 99.A
100
MomentumMomentum · 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.Fraser Allport - Accredited Investment Fiduciary: 60/100 on this factor. Category median: 100.B
60
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.Not enough reviews for this factor yet.–
–
Bar = this company · dark tick = category median.
Star ratings
79 Google reviews we collected
- 5 stars7797%
- 4 stars00%
- 3 stars00%
- 2 stars00%
- 1 star23%
Praise vs complaints
Phrases our text analysis found in 76 written reviews
- Praise141100%
- Complaints00%
PriceGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
- Great price8100%
- Reasonable00%
- Overpriced00%
- Not sure00%
Topic share
How often each topic comes up in the written reviews
- Staff & attitude5338%
- Honesty & trust2216%
- Communication2014%
- Would recommend2014%
- Quality & results1611%
- Speed & response86%
- Price & value21%
What customers talk about
We read 76 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Fraser provides outstanding professional advice and has been instrumental in helping us meet our financial goals.”
“Mr Fraser Allport is a trustworthy and honest person.”
“They listened to my concerns, they did not try to sell me products.”
“I would highly recommend Fraser for your financial needs and planning.”
“Expect nothing less than GREAT service from Fraser.”
“They got back to me in a timely fashion on questions and presentations.”
“He helped me navigate through the process of finding affordable health care & determining whether retirement was possible.”
People customers mention
- Medicare 8 reviews
- Advisor 4 reviews
- Security 3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Fraser Allport - Accredited Investment Fiduciary for 4 kinds of job. Pick one to see what they paid and said.
Recent reviews
AndrewLocal Guide · 5 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 month ago★★★★★
Understands the problem, deals with it and gives them good advice as well as better guidance.
Great priceEstate planning
RobertLocal Guide · 11 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. · 2 months ago★★★★★
Fraser provides outstanding professional advice and has been instrumental in helping us meet our financial goals. Knowledgeable, approachable, and personable — it's like talking to a trusted friend. Highly recommend. Thank you, Fraser!
Great priceFinancial plan
Dave1 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. · 3 months ago★★★★★
The process for retirement can be very challenging to say the least. It can be stressful, leaving questions for oneself that simply require expertise in the all aspects of financial planning that we simply did not have. After searching for quite some time, we found Fraser's contact information, and after reading…
Financial planRetirement savings consultingInvestment advising
T6 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. · 3 months ago★★★★★
Fraser and Roxie were top notch. They listened to my concerns, they did not try to sell me products. Fraser was willing to give me guidance on my Roth questions. They got back to me in a timely fashion on questions and presentations. This firm was refreshing verse other firms, top notched, honest and wanting the best for their client. Give them a try.
Ted4 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★★★★★
I'd recommend Fraser to anyone who needs financial advice. He helped my wife and I navigate the paperwork of converting a 401K to retirement income and I couldn't imagine doing that ourselves. Fraser asks questions about what you want your money to do for you and then makes some suggestions. You decide and he…
Great priceInvestment advising
OCOGLocal Guide · 13 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. · 10 months ago★★★★★
I really appreciate the assistance and guidance from Mr. Allport. He is NOT your typical salesman out to make a buck. He spent a lot of time consulting with me about my own retirement plans, and explained all the various options that I had. He is very very knowledgeable in his field, and I learned some amazing…
Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 7 | — |
| Investment advising | 6 | — |
| Retirement savings consulting | 5 | — |
| Estate planning | 2 | — |
Compare with
Photos
Customer reviews
4.9 ★★★★★ 79 reviews on Google · rating breakdown
Reviews from Google, shown as published (original wording, unedited).
Jobs customers hired them for — from Google's service tags and the review text
Team members customers mention
Andrew RobertLocal Guide · 5 reviewsTotal number of Google reviews Andrew has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleUnderstands the problem, deals with it and gives them good advice as well as better guidance.
- Price assessment: Great price
- Services: Estate planning
Robert NovakLocal Guide · 11 reviewsTotal number of Google reviews Robert has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleFraser provides outstanding professional advice and has been instrumental in helping us meet our financial goals. Knowledgeable, approachable, and personable — it's like talking to a trusted friend. Highly recommend. Thank you, Fraser!
- Price assessment: Great price
- Services: Financial plan
Response from the owner · 2 months ago
Thank You for your kind words Folks, I am glad that I was able to help you. I have been in Business for 44 Years. I am always right here when you need me. Peace, Fraser
Dave Ouellette1 reviewTotal number of Google reviews Dave has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleThe process for retirement can be very challenging to say the least. It can be stressful, leaving questions for oneself that simply require expertise in the all aspects of financial planning that we simply did not have. After searching for quite some time, we found Fraser's contact information, and after reading his reviews, scheduled a meeting. We brought Fraser a list of questions, and he had a list for us. We walked away feeling that Fraser was completely invested with us and knew he was the right fit for our path. I would highly recommend Fraser for your financial needs and planning.
- Services: Financial plan, Retirement savings consulting, Investment advising, Wealth management
Response from the owner · 3 months ago
Hi Dave, Thanks for your kind words. We have you and Lynne all set for a comfortable retirement. And as a Certified Estate Planner, I am also right here for you Folks when you want to start Estate Planning. Peace, Fraser
T _6 reviewsTotal number of Google reviews T has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleFraser and Roxie were top notch. They listened to my concerns, they did not try to sell me products. Fraser was willing to give me guidance on my Roth questions. They got back to me in a timely fashion on questions and presentations. This firm was refreshing verse other firms, top notched, honest and wanting the best for their client. Give them a try.
Response from the owner · 3 months ago
Thank You for your kind words Hal. I am glad that we were able to help you. As we discussed, you have a standing invitation to regularly schedule time with me. I always enjoy our chats. Be well My Friend ... Peace, Fraser
Ted Nugent4 reviewsTotal number of Google reviews Ted has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleI'd recommend Fraser to anyone who needs financial advice. He helped my wife and I navigate the paperwork of converting a 401K to retirement income and I couldn't imagine doing that ourselves. Fraser asks questions about what you want your money to do for you and then makes some suggestions. You decide and he implements the plan. Very accurate and thorough. He stayed in contact and let us know what was happening throughout the process. Fraser works with you on your schedule and was available any time I had a question. I can't speak highly enough of his detail oriented professionalism. Thank you so much Fraser. Sincerely Tim and Vicki T.
- Price assessment: Great price
- Services: Investment advising
Response from the owner · 6 months ago
Dear Tim and Vicki. Thank You for your kind words. We have you on the road to a secure and comfortable retirement. I am proud of what we have accomplished together as a Team. I have enjoyed working with you from the day that we first met. I also appreciate that you are so polite and professional. I have been in Business 44 Years. I will be here when you need me. Peace, Your Friend, Fraser
OCOGLocal Guide · 13 reviewsTotal number of Google reviews OCOG has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleI really appreciate the assistance and guidance from Mr. Allport. He is NOT your typical salesman out to make a buck. He spent a lot of time consulting with me about my own retirement plans, and explained all the various options that I had. He is very very knowledgeable in his field, and I learned some amazing things in my discussions with him. Again, he could have easily pushed some products on me to get the ball rolling, but instead he wanted me to take his recommendations, do my own research, and then get back to him. In other words, Fraser cares about you, and this is not just lip service, he backs it up with his actions. He wants to make absolutely sure that whatever annuity you get into is the perfect fit for your situation, otherwise he will not put you in it!. Thanks Fraser, and will see you later!
Response from the owner · 10 months ago
Thanks for your kind words Folks. You are nice people, and I enjoyed our chat, and promise to help you any way that I can. You have My Word. Peace, Fraser
Gizely Green2 reviewsTotal number of Google reviews Gizely has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleFraser Allport is phenomenal to work with, he is very knowledgeable, attentive, and extremely patient. We asked several questions throughout our process of retirement planning, in which he replied in detail without hesitation and actually encourages the questions. My in-laws utilize his services and were the ones who recommended him to my husband and I, and we are glad they did. Expect nothing less than GREAT service from Fraser.
- Price assessment: Great price
- Services: Retirement savings consulting, Investment advising
Response from the owner · a year ago
Hi Gizely and Austin, Thank You for your kind words. I have enjoyed helping you Nice Folks establish a Retirement Plan. You are a pleasure to work with : always prepared, and always polite. ( I value Manners more than Money ). I am proud of what we have accomplished together. Next we will begin your Estate Planning. Just call me whenever you want to start. I have been in Business for 43 Years. I will be here when you need me. Peace to you and yours, Fraser
Michael SnyderLocal Guide · 137 reviewsTotal number of Google reviews Michael has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleWe called Fraser to see if he could help us with our Financial portfolio. He suggested to move our money so have enough money for life. Fraser also sat down with us to help us set up a budget. Fraser is extremely knowledgeable and goes the extra mile to help you. In the short time we have known Fraser, he feels like family.
- Price assessment: Great price
- Services: Financial plan
Response from the owner · a year ago
Thanks for your kind words Mike. You and Eileen have been great to work with. You feel like Family to me too ! We have a Plan in place to provide you Folks with Lifetime Income, as well as a comprehensive Balance Sheet of your Income and Expenses. I am right here for you and Eileen whenever you need me. Enjoy those monthly checks ! Peace, Fraser
Nirsa Gautier6 reviewsTotal number of Google reviews Nirsa has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleI can’t say enough good things about Fraser Allport. I was really anxious about my retirement, and every time I spoke with him, he helped calm my worries. He explained my options clearly, showed me the best paths forward, and walked me through all the paperwork step by step. Fraser also helped me understand my Medicare and healthcare options, which made everything so much less stressful. He always made sure I knew what was happening and what to expect next. I honestly don’t know how I would have managed without his guidance. He’s knowledgeable, patient, and truly cares about his clients.
- Price assessment: Great price
- Services: Financial plan, Insurance purchase consulting, Estate planning, Retirement savings consulting, Investment advising
Response from the owner · a year ago
Hi Nirsa, Thank You for your kind words. I have enjoyed working with you and Haggeo, and I am glad that you are " All Set " with your Retirement Planning. When you are ready, we will do your Estate Planning next. Please know that I am always right here for both of you with my Lifetime Service Guarantee : Just call me, and I will be there for you Nice Folks. I have been in Business for 43 Years. I will be here when you need me. Peace, Fraser
Fraser Allport - Accredited Investment Fiduciary on Google Maps →
Business details
- Address: 1452 US-1 Ste 114, Ormond Beach, FL 32174
- Phone: (386) 882-6256
- Website: fraserallport.com
- Service area: Daytona Beach, FL