Analyzing 7,403,7527.4M ReviewsFor 20,93220.9K Experts

Experts Reviews · Company report
North Texas Wealth Management 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%92+14Experts 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

North Texas Wealth Management

Denton, TX · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #3Position by Experts Score among all companies we track in this category. of 14 wealth management firms · 5.0★ from 57 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 momentum; weakest: value.

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.North Texas Wealth Management 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.North Texas Wealth Management 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.North Texas Wealth Management 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.North Texas Wealth Management is better than 92% of wealth management firms.A
92
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.North Texas Wealth Management 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.North Texas Wealth Management is better than —% of wealth management firms.–
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Reviews for your job

Customers hired North Texas Wealth Management for 5 kinds of job.

North Texas Wealth Management for investment advising

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.9
★ 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: 97/100.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.#2 / 6
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 9 Google reviews tagged “Investment advising”

Kendall5 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★★★★★

We can't recommend Maddock May enough! From our very first meeting, he made us feel like more than just clients—he genuinely cared about our family, our goals, and what we wanted our life to look like. One of the things we appreciate most is his philosophy toward money. Rather than making us feel like we need to…

Great priceFinancial planRetirement savings consultingInvestment advising
Lloyd9 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★★★★★

A great team, they have done a great job handling my retirement funds

Reasonable priceFinancial planRetirement savings consultingInvestment advising
David9 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’ve been using these guys since E-Systems went to Raytheon. They are very professional and personal at the same time. And they’ve don an outstanding job with my portfolio. Highly recommended!

Great priceFinancial planRetirement savings consultingInvestment advising
Steve1 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★★★★★

We've been with North Texas Wealth Mgmt for 15 years. We've got nothing by great things to say about the firm and the way Mike and Rob have handled our account over those 15 years. They answer any and all questions thrown at them, explain different strategies we could follow, and give us a comfort level we are on a…

Great priceFinancial planRetirement savings consultingInvestment advising
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. · 5 months ago★★★★★

After being referred to North Texas Wealth Management by good friends, I’ve found their services to be exceptional. Seth Sartain and the team offer knowledgeable, sound financial advice with a truly personal touch. Seth took the time to listen and customized a plan that aligns perfectly with my needs. I’m grateful…

Financial planRetirement savings consultingInvestment advising
Victor9 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. · 8 months ago★★★★★

Very professional at every step of the financial planning process. Excellent customer service.

Financial planRetirement savings consultingInvestment advising
Gary2 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★★★★★

I have been with North Texas Wealth Management for over 15 years and they are fantastic. They have helped me with my financial planning and my retirement planning. Rob Cody has been great, and they make you feel very comfortable and are great at answering any questions you may have no matter how trivial you think they are.

Financial planEstate planningRetirement savings consulting
Tricia7 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★★★★★

John is a great financial advisor. He is thorough and very knowledgeable. We are very happy with how he takes care of our financial accounts, He is also a brother in Christ .

Financial planRetirement savings consultingInvestment advising
William3 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. · 4 months ago★★★★★

Rating only, no written review.

Reasonable priceFinancial planRetirement savings 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 43%Reasonable 57%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan11—
Retirement savings consulting11—
Investment advising9—
Wealth management6—
Tax planning5—

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