Analyzing 7,509,6067.5M ReviewsFor 21,16221.2K Experts

Experts Reviews · Company report
Ivy Wealth 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%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not 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.100SCORE

Ivy Wealth

Denton, TX · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #2Position by Experts Score among all companies we track in this category. of 14 wealth management firms · 5.0★ from 37 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: satisfaction 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.Ivy Wealth is better than 100% of wealth management firms.A
100
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.Ivy Wealth is better than 99% of wealth management firms.A
99
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.Ivy Wealth 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.Ivy Wealth 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.Ivy Wealth 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.Ivy Wealth is better than —% of wealth management firms.–
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Reviews for your job

Customers hired Ivy Wealth for 4 kinds of job.

Ivy Wealth for investment advising

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.6
★ 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: 93/100.How Job match is calculatedBuilt only from reviews Google tagged “Investment advising”: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.#3 / 6
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 6 Google reviews tagged “Investment advising”

ScottLocal Guide · 9 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 weeks ago★★★★★

Jordan and Mike are always willing to help and explain things to those of us who are not financial wizards. They have done very well with my investment money that I count on for retirement. I have been involved with others who were shall we say not as easy to get along with and did not get the same results. I would…

Great priceFinancial planRetirement savings consultingInvestment advising
Danny7 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★★★★★

I have worked with Jordan for about 8 months and there has never been a bad experience Jordan has been able to help me Plan and strategize our next five steps in my wealth building journey. I highly recommend him to any individuals looking to preserve and grow their wealth

Financial planInvestment advising
CharlesLocal 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. · 3 months ago★★★★★

Very knowledgeable and has a wide variety of investment options. Many options have sophistication for the high wealth investor who desires a wide and diversified portfolio. Also, some of their selections provide attractive tax strategies! They warrant a close look if you want to have stable, conservative choices to grow your portfolio.

Reasonable priceFinancial planRetirement savings consultingInvestment advising
JulieLocal 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. · 3 months ago★★★★★

I was interested in moving from our current financial advisor to one that would have more "out of the box" suggestions than just things likestocks/bonds, annuities, and gold. I looked into at least 8 advisors online, and my husband and I spent time talking rather extensively with 4 of them. We also attended a couple…

Financial planRetirement savings consultingInvestment advising
valentine4 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★★★★★

The folks at Ivy have been great to work with. Actively listened to our goals/concerns and presented recommendations along with historical data and prospectus on how to achieve and mitigate them. The entire team has been very patient and available when needed and are all technically sound in this space. The team…

Reasonable priceEstate planningRetirement savings consultingInvestment advising
SherikaLocal Guide · 10 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’ve been working with Tim Spark since 2021, and I honestly couldn’t ask for a better financial advisor. When I transitioned from my previous firm, where most of my policies were originally set up, I reached out to Tim to see if he’d be willing to take me on - and without hesitation, he said yes. That meant a lot to…

Great priceInsurance purchase consultingInvestment advising

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 67%Reasonable 33%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan7—
Investment advising6—
Retirement savings consulting4—
Wealth management3—

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