Analyzing 8,065,3418.1M ReviewsFor 22,86822.9K Experts

Experts Reviews · Company report
Remnant Wealth 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

Remnant 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

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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 wealth management

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.7
★ 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: 90/100.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.#5 / 6
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 7 Google reviews tagged “Wealth management”

Kelly6 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. · 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
Brittany3 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★★★★★

Working with Remnant Wealth has been a great experience. David took the time to clearly explain our financial situation and helped us better understand our options moving forward. We appreciated how patient and thorough he was when walking us through the plan he developed for us. His knowledge and ability to break…

Financial planRetirement savings consultingInvestment advising
Daniel2 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 is a knowledgeable and professional finance “guru” who truly cares about getting to the heart of what works financially, not just for you and your family, but for your community as well. His servant’s heart shines with every interaction and his expertise puts your mind at ease that he cares about your mental…

Great priceFinancial planInvestment advisingWealth management
Joe7 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 is hands down the best advisor I’ve worked with to date. Because of his advice I’ve been able to focus on my business and not question whether or not I’m leveraging my assets on the most beneficial way. It’s refreshing to work with someone that understands small business owners and can make tax strategies easy to understand.

Reasonable priceInvestment advisingTax planningWealth management
Noah5 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★★★★★

I’ve not experienced anything less than amazing service from David. Highly recommend.

Great priceFinancial planRetirement savings consultingWealth management
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

JobReviewsCategory typical
Financial plan10—
Investment advising8—
Wealth management7—
Retirement savings consulting5—
Tax planning3—
Estate planning3—

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