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

Experts Reviews · Company report
Modern Wealth Strategies 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

Modern Wealth Strategies

Austin, TX · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #26Position by Experts Score among all companies we track in this category. of 66 retirement planning · 5.0★ from 31 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.Modern Wealth Strategies 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.Modern Wealth Strategies 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.Modern Wealth Strategies 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.Modern Wealth Strategies 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.Modern Wealth Strategies 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.Modern Wealth Strategies is better than —% of retirement planning.–
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Reviews for your job

Customers hired Modern Wealth Strategies for 3 kinds of job.

Modern Wealth Strategies for wealth management

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.4
★ 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: 85/100.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.#15 / 21
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 4 Google reviews tagged “Wealth management”

Chase6 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★★★★★

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
MelissaLocal Guide · 19 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. · 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
Horris5 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 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
Cody7 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★★★★★

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…

Great priceFinancial planWealth 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 100%Reasonable 0%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan4—
Wealth management4—
Estate planning2—

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