Financial planner · Carmel, IN · reviewed since 2026
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.
#16 of 41 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 63%
5.0★★★★★23 Google reviews · 4 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Remnant Wealth holds a 5.0 rating from 23 Google reviews, with the owner responding to 22% of them. Clients consistently describe the firm as providing personalized, full-service wealth management, including tax strategy, estate planning, and active investment management. Reviewers highlight the team's punctuality, clear communication, and ability to explain complex financial concepts in an accessible manner. No low-star reviews were provided to identify specific criticisms.
Google rating: 5.0 out of 5 from 23 reviews (100% five-star).
Reviews on this page: 23 Google reviews (22 with written comments).
Owner responses: the business replied to 22% 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.
Remnant WealthFinancial Advisors 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.Remnant Wealth: 99/100 on this factor. Category median: 98.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.Remnant Wealth: 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.–
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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.Remnant Wealth: 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.Remnant Wealth: 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: 76.–
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Bar = this company · dark tick = category median.
Star ratings
23 Google reviews we collected
5.0of 5
5 stars23100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 22 written reviews
100%praise
Praise40100%
Complaints00%
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 price571%
Reasonable229%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
6topics
Honesty & trust1025%
Quality & results923%
Staff & attitude923%
Would recommend615%
Communication513%
Speed & response13%
What customers talk about
We read 22 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“They are trustworthy, knowledgeable, and do an amazing job of taking financial topics and explaining them in a way that actually makes sense.”
“Ryan and David are thoughtful, detail oriented, and are committed to our outcomes.”
“Unparalleled knowledge, credentials, and expertise.”
“I highly recommend Remnant Wealth to anyone looking for a team they can truly trust with their financial future.”
“David and Ryan are a wealth of knowledge and are incredibly easy to work with.”
“He is knowledgeable, responsive, and truly take the time to understand your financial goals before offering guidance.”
People customers mention
David6 reviews
Ryan3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Remnant Wealth for 6 kinds of job. Pick one to see what they paid and said.
KKelsey1 reviewiTotal 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 weeks ago★★★★★
I have had a great experience with Remnant Wealth. David and Ryan are a wealth of knowledge and are incredibly easy to work with. They are trustworthy, knowledgeable, and do an amazing job of taking financial topics and explaining them in a way that actually makes sense. I really appreciate how approachable they are…
SSean7 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 month ago★★★★★
My wife and I were looking for true active managers of our money, we found them. Ryan and David are thoughtful, detail oriented, and are committed to our outcomes. We wanted a full service team who could advise on tax strategy, actively manage investments, and push us to think critically around finances. 10 out of 10 would recommend working with them.
LLindaLocal Guide · 37 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. · 2 months ago★★★★★
Unparalleled knowledge, credentials, and expertise. Most significantly, Ryan and David carry an abiding sense of respect and responsibility to do the right things in the right way at the right time for each client individually. Nothing is pro-forma.They have earned my implicit trust and confidence time and again. I…
SScottLocal Guide · 16 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. · 2 months ago★★★★★
5-star endorsement! Ryan & David Ledbetter@ Remnant Wealth are superior full-service wealth advisors. Tax & Estate planning, investments, strategy, etc. Trusted and knowledgeable.
KKelly6 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. · 2 months ago★★★★★
Moving from one of the largest wealth management firms in the country to a boutique advisory team was one of the best financial decisions I’ve ever made. Remnant Wealth night and day.
I have been working with Ryan Leadbetter for 5 years. Trusting your life savings with another is something earned. Having the right…
Reasonable priceFinancial planNet worth & cash flow analysis consultingMutual & index fund consulting
CClayton4 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. · 7 months ago★★★★★
Outstanding service from start to finish. Professional, knowledgeable, and truly client-focused. David goes above and beyond every time.
I have had a great experience with Remnant Wealth. David and Ryan are a wealth of knowledge and are incredibly easy to work with. They are trustworthy, knowledgeable, and do an amazing job of taking financial topics and explaining them in a way that actually makes sense. I really appreciate how approachable they are and how much time they take to answer questions and get to know you. I highly recommend Remnant Wealth to anyone looking for a team they can truly trust with their financial future.
Response from the owner · 3 weeks ago
Kelsey, thank you for taking the time to write this. We are glad David and Ryan made the financial topics make sense and took the time to answer your questions and get to know you. Being approachable and trustworthy is exactly what we aim for, and we appreciate you recommending Remnant Wealth.
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Sean Robbins7 reviewsiTotal number of Google reviews Sean has written across all businesses on Google Maps, not just this one.
My wife and I were looking for true active managers of our money, we found them. Ryan and David are thoughtful, detail oriented, and are committed to our outcomes. We wanted a full service team who could advise on tax strategy, actively manage investments, and push us to think critically around finances. 10 out of 10 would recommend working with them.
Response from the owner · a month ago
Sean, thank you for taking the time to write this. Active management, tax strategy, and being pushed to think critically about finances are exactly what Ryan and David aim to deliver, so it means a great deal to hear that landed for you and your wife. We appreciate you trusting Remnant Wealth.
L
Linda LewisLocal Guide · 37 reviewsiTotal number of Google reviews Linda has written across all businesses on Google Maps, not just this one.
Unparalleled knowledge, credentials, and expertise. Most significantly, Ryan and David carry an abiding sense of respect and responsibility to do the right things in the right way at the right time for each client individually. Nothing is pro-forma.They have earned my implicit trust and confidence time and again. I have associated with most of the named brokerages over the last forty years, and I can say from these experiences that Remnant Wealth is set apart, wonderfully unique, and unmatched in every respect.
Response from the owner · 2 months ago
Linda, thank you for taking the time to write this. Ryan and David will be glad to read it. Doing the right thing for each client individually, rather than anything pro forma, is the standard we hold ourselves to, and it means a great deal to hear it has held up for you over time. We are grateful for your trust.
S
Scott MagruderLocal Guide · 16 reviewsiTotal number of Google reviews Scott has written across all businesses on Google Maps, not just this one.
5-star endorsement! Ryan & David Ledbetter@ Remnant Wealth are superior full-service wealth advisors. Tax & Estate planning, investments, strategy, etc. Trusted and knowledgeable.
Response from the owner · 2 months ago
Hey Scott, thank you so much for the endorsement and amazing review! We love providing the best service we can when it comes to tax and estate planning, investments, and working with our clients. Your review means the world to us.
K
Kelly Consola6 reviewsiTotal number of Google reviews Kelly has written across all businesses on Google Maps, not just this one.
Moving from one of the largest wealth management firms in the country to a boutique advisory team was one of the best financial decisions I’ve ever made. Remnant Wealth night and day.
I have been working with Ryan Leadbetter for 5 years. Trusting your life savings with another is something earned. Having the right team to manage your finances, especially during the critical year's leading up to retirement is just as important as the investments themselves.
Most importantly, thanks to their guidance, creating a well rounded portfolio and strategic retirement plan, I have far greater peace of mind knowing my financial future is on track and that I’ve partnered with advisors who are just as invested in my family’s future as I am.
Price assessment: Reasonable price
Services: Financial plan, Net worth & cash flow analysis consulting, Mutual & index fund consulting, Retirement savings consulting, Retirement-related financial consulting, Investment advising, Insurance-related financial advisement, Tax planning, Wealth management, Stocks & bonds consulting, General investment consulting
Response from the owner · 2 months ago
Kelly, this means so much to us at Remnant Wealth. It's been an honor working with you to steward your portfolio and work with you on a retirement plan and investment consulting. This review is exactly why we do what we do. Thank you so much for the kind words!
C
Clayton Cook4 reviewsiTotal number of Google reviews Clayton has written across all businesses on Google Maps, not just this one.
David and Ryan have been great. They are very communicative and have been outstanding guides in this wealth management world that is rather new for me. Highly recommend.
Price assessment: Great price
Services: Financial plan
B
Brian Bollinger4 reviewsiTotal number of Google reviews Brian has written across all businesses on Google Maps, not just this one.
David is the real deal. He's trustworthy and genuinely cares about people. While I'm not a client since I self-manage my portfolio, I would vouch for his character any day.
C
Caleb Welch1 reviewiTotal number of Google reviews Caleb has written across all businesses on Google Maps, not just this one.
Remnant Wealth is everything you're looking for. I can not speak high enough of David and the team he is building. There are lots of financial planners/advisors/strategists out there, but there are few who hold the same standards, integrity, and work ethic as Remnant Wealth. If you're looking for someone that does more than just check in once a year, and someone who genuinely cares about you, your family, and your goals, and who will go above and beyond for you, this is your guy.
I can’t recommend Remnant Wealth highly enough! David is truly exceptional at what he does. What stands out most is how he thinks outside the box and takes the time to explore every possible option to find the best path forward for his clients. He doesn’t take a one-size-fits-all approach — he really listens, asks thoughtful questions, and works hard to tailor solutions to each person’s situation.
It’s clear that David genuinely cares about the people he works with. He’s patient, knowledgeable, and always willing to go the extra mile to make sure you understand your options and feel confident in your decisions. If you’re looking for someone who is creative, trustworthy, and truly invested in helping you succeed financially, Remnant Wealth is the place to go.
