Experts Reviews · Company report
How 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.99SCORERemnant Wealth
Carmel, IN · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #16Position by Experts Score among all companies we track in this category. of 41 financial advisors · 5.0★ from 23 Google reviews
Report card
Percentile vs other financial advisors (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.Remnant Wealth is better than 99% of financial advisors.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.Remnant Wealth is better than 98% of financial advisors.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.Remnant Wealth is better than —% of financial advisors.–
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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.Remnant Wealth is better than 100% of financial advisors.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.Remnant Wealth is better than 100% of financial advisors.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.Remnant Wealth is better than —% of financial advisors.–
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Reviews for your job
Customers hired Remnant Wealth for 6 kinds of job.
Remnant Wealth for estate planning
Clear ✕Jobs reviewedHow many Google reviews are tagged with this job.3
★ 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: 80/100.How Job match is calculatedBuilt only from reviews Google tagged “Estate planning”: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.#6 / 6
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%
All 3 Google reviews tagged “Estate planning”
Caleb1 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. · 7 months ago★★★★★
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…
Great priceFinancial planEstate planningRetirement savings consulting
Jack2 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. · 7 months ago★★★★★
David has acted with integrity and professionalism from day 1
Financial planEstate planningWealth management
Katherine1 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. · 7 months ago★★★★★
Rating only, no written review.
Great priceFinancial planEstate planningRetirement savings consulting
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 71%Reasonable 29%Overpriced 0%Not sure 0%
Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 10 | — |
| Investment advising | 8 | — |
| Wealth management | 7 | — |
| Retirement savings consulting | 5 | — |
| Tax planning | 3 | — |
| Estate planning | 3 | — |
