Analyzing 7,368,7987.4M ReviewsFor 20,87820.9K Experts

Experts Reviews · Company report
Fraser Allport - Accredited Investment Fiduciary 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%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

Fraser Allport - Accredited Investment Fiduciary

Daytona Beach, FL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #13Position by Experts Score among all companies we track in this category. of 14 wealth management firms · 4.9★ from 79 Google reviews

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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: 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 is better than 89% of wealth management firms.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 is better than 79% of wealth management firms.B
79
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.Fraser Allport - Accredited Investment Fiduciary is better than 100% of wealth management firms.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 is better than 100% of wealth management firms.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.Fraser Allport - Accredited Investment Fiduciary is better than 60% of wealth management firms.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.Fraser Allport - Accredited Investment Fiduciary is better than —% of wealth management firms.–
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Reviews for your job

Customers hired Fraser Allport - Accredited Investment Fiduciary for 4 kinds of job.

Fraser Allport - Accredited Investment Fiduciary for financial plan

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: 89/100.How Job match is calculatedBuilt only from reviews Google tagged “Financial plan”: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.#6 / 7
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 7 Google reviews tagged “Financial plan”

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
MichaelLocal Guide · 137 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★★★★★

We 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.

Great priceFinancial plan
Nirsa6 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 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…

Great priceFinancial planInsurance purchase consultingEstate planning
Trish8 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 had a long talk with Fraser. He was very helpful, and he didn’t try to sell me anything, He didn’t charge for the first session.

Great priceFinancial planRetirement savings consultingInvestment advising
Ricardo1 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. · a year ago★★★★★

I’m writing to share my experience as a client of Fraser Allport’s Retirement Solutions. I contacted Fraser in 2023, one year prior to my retirement. I found Fraser to be highly knowledgeable, detail oriented and attentive. He understood my retirement goals and designed a strategy which has provided me with…

Customer photo from Ricardo's review
Great priceFinancial plan
jp10 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★★★★★

Frazer Allport, without charge or compensation spent over 30 mins on the phone explaining the financial industry with me, and pointed me in the right direction! 5 star gentleman!

Financial plan

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 100%Reasonable 0%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan7—
Investment advising6—
Retirement savings consulting5—
Estate planning2—

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