Financial planner · Austin, TX · reviewed since 2023
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%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
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#26 of 66 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 62%
5.0★★★★★31 Google reviews · 10 photos
100%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.
All 31 Google reviews for Modern Wealth Strategies in Austin, TX, are five stars, with the owner not responding to any. Clients frequently cite financial planning, estate planning, wealth management, and investment strategies as core services. Recurring themes include clear communication, patient explanations of complex topics, personalized advice rather than generic approaches, and proactive updates. Reviewers often mention feeling confident and trusting in the firm’s guidance regarding their long-term financial goals and portfolio growth.
Google rating: 5.0 out of 5 from 31 reviews (100% five-star).
Reviews on this page: 31 Google reviews (30 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: value and momentum; weakest: reliability.
Modern Wealth StrategiesRetirement Planning 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.Modern Wealth Strategies: 99/100 on this factor. Category median: 97.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.Modern Wealth Strategies: 98/100 on this factor. Category median: 98.A
98
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.Not enough reviews for this factor yet. Category median: 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.Modern Wealth Strategies: 100/100 on this factor. Category median: 100.A
100
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.Modern Wealth Strategies: 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. Category median: 51.–
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Bar = this company · dark tick = category median.
Star ratings
31 Google reviews we collected
5.0of 5
5 stars31100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 30 written reviews
98%praise
Praise4398%
Complaints12%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price4100%
Reasonable00%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude1227%
Honesty & trust920%
Would recommend920%
Communication818%
Quality & results49%
Speed & response25%
What customers talk about
We read 30 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Paul is the perfect combination of trustworthy, knowledgeable, patient, and practical.”
“We appreciate that they are not only knowledgeable, but patient, responsive, and genuinely care about their clients' success.”
“Love these guys and I highly recommend them for financial planning, estate planning and wealth management.”
“Communication and excellent planning make the process feel comfortable and rewarding.”
“Thanks to their advice, we've been able to put together a strong plan for our future, and we've already seen great results.”
“Not only has he been very informative with the decisions that is made with our investments, he is always quick to respond to even our simplest questions.”
People customers mention
Paul14 reviews
Tearson8 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Modern Wealth Strategies for 3 kinds of job. Pick one to see what they paid and said.
CChase6 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. · 3 months ago★★★★★
Paul and the entire team are awesome! Communication and excellent planning make the process feel comfortable and rewarding. Love these guys and I highly recommend them for financial planning, estate planning and wealth management.
Great priceFinancial planEstate planningWealth management
CChris3 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. · 5 months ago★★★★★
Trust is hard to come by in this world. Finding the trust to give someone your money that you hope one day will allow you to retire, support your family, or even make valuable short term decisions can be incredibly stressful. Paul is the perfect combination of trustworthy, knowledgeable, patient, and practical.
He…
MMelissaLocal Guide · 19 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. · 11 months ago★★★★★
My husband and I wouldn’t have thought to have a portfolio. We figured since we have our 401k’s with our employers it was not a problem. But after talking to Paul Tearson it made sense to create one. He is very knowledgeable, and provided a lot of insight about our future planning. He really cares and goes above and…
Great priceFinancial planWealth management
HHorris5 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★★★★★
I couldn't be happier with the guidance and support I've received from Modern Wealth Strategies. They take the time to really understand our goals and explain everything in a way that's clear and easy to follow. Thanks to their advice, we've been able to put together a strong plan for our future, and we've already…
Great priceFinancial planEstate planningWealth management
KKayla4 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★★★★★
Modern Wealth Strategies has helped with my financial planning for a while and they always give great advice.
CCody7 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★★★★★
Paul is an exceptional financial advisor! He’s incredibly attentive, taking the time to truly understand my goals and priorities. His knowledge and expertise are evident in every conversation, and he explains complex topics in a way that’s easy to understand. What really sets Paul apart is his genuine compassion and…
Paul and the entire team are awesome! Communication and excellent planning make the process feel comfortable and rewarding. Love these guys and I highly recommend them for financial planning, estate planning and wealth management.
Trust is hard to come by in this world. Finding the trust to give someone your money that you hope one day will allow you to retire, support your family, or even make valuable short term decisions can be incredibly stressful. Paul is the perfect combination of trustworthy, knowledgeable, patient, and practical.
He takes the time to explain things clearly, never makes you feel rushed, and genuinely wants what is best for the people he works with. What stands out most is that Paul does not make financial planning feel intimidating. He helps turn complicated decisions into thoughtful, manageable steps.
I would highly recommend Paul and Modern Wealth Strategies to anyone looking for honest guidance, long-term perspective, and someone who truly cares about helping people make smart financial decisions.
M
Melissa CruzLocal Guide · 19 reviewsiTotal number of Google reviews Melissa has written across all businesses on Google Maps, not just this one.
My husband and I wouldn’t have thought to have a portfolio. We figured since we have our 401k’s with our employers it was not a problem. But after talking to Paul Tearson it made sense to create one. He is very knowledgeable, and provided a lot of insight about our future planning. He really cares and goes above and beyond in making sure our family gets the financial growth we deserve!
Price assessment: Great price
Services: Financial plan, Wealth management
H
Horris Dupre5 reviewsiTotal number of Google reviews Horris has written across all businesses on Google Maps, not just this one.
I couldn't be happier with the guidance and support I've received from Modern Wealth Strategies. They take the time to really understand our goals and explain everything in a way that's clear and easy to follow. Thanks to their advice, we've been able to put together a strong plan for our future, and we've already seen great results. We appreciate that they are not only knowledgeable, but patient, responsive, and genuinely care about their clients' success. I highly recommend them to anyone looking for a trustworthy and effective financial advisor!
Paul is an exceptional financial advisor! He’s incredibly attentive, taking the time to truly understand my goals and priorities. His knowledge and expertise are evident in every conversation, and he explains complex topics in a way that’s easy to understand. What really sets Paul apart is his genuine compassion and commitment to my best interests. I always feel confident knowing my financial future is in capable and trustworthy hands. Highly recommend!
Price assessment: Great price
Services: Financial plan, Wealth management
V
Victor Rodriguez3 reviewsiTotal number of Google reviews Victor has written across all businesses on Google Maps, not just this one.
Modern Wealth has been a fantastic partner in helping me gain clarity and confidence about my financial future. Paul has been incredibly patient and thorough—always available to answer questions and walk me through things in a way that feels approachable. I don’t come from a finance background, so having someone I trust to guide me has made a big difference. Their advice is thoughtful, genuinely tailored, and easy to act on.
Z
Zachary Rodriguez9 reviewsiTotal number of Google reviews Zachary has written across all businesses on Google Maps, not just this one.
Paul at Modern Wealth has been absolutely amazing. Not only has he been very informative with the decisions that is made with our investments, he is always quick to respond to even our simplest questions. Can’t recommend Modern Wealth enough!
W
WHOiSEE3 reviewsiTotal number of Google reviews WHOiSEE has written across all businesses on Google Maps, not just this one.
Paul has been a guiding light in guiding my wife and I to financial freedom. He has given us the long term mindset we need to set ourselves and our family up for success in the future. I can't recommend Paul and his wisdom enough!