Financial planner · Austin, TX · reviewed since 2019
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 55%97+52.9Reliability 24%99+24Value 14%92+13Replies to reviews 7%30+2.1Experts Score= 92Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.92SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#43 of 66 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 35%
5.0★★★★★104 Google reviews · 5 photos
97%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.
Google reviewers rate The Fox Alliance five stars across 104 reviews, highlighting consistent responsiveness, clear communication, and thorough assistance with complex tax returns and investment portfolios. Clients frequently describe the staff as knowledgeable and patient, noting that the firm handles diverse financial needs, including estate planning and business taxes, with professional care. The owner has not replied to any reviews, and no recurring criticisms appear in the provided excerpts.
Google rating: 5.0 out of 5 from 104 reviews (97% five-star).
Reviews on this page: 104 Google reviews (93 with written comments).
Owner responses: the business replied to 0% 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: craft & service and momentum; weakest: replies to reviews.
The Fox AllianceRetirement Planning 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.The Fox Alliance: 97/100 on this factor. Category median: 97.A
97
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.The Fox Alliance: 99/100 on this factor. Category median: 98.A
99
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.The Fox Alliance: 100/100 on this factor. Category median: 100.A
100
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.The Fox Alliance: 92/100 on this factor. Category median: 100.A
92
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.The Fox Alliance: 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.The Fox Alliance: 30/100 on this factor. Category median: 51.D
30
Bar = this company · dark tick = category median.
Star ratings
104 Google reviews we collected
5.0of 5
5 stars10197%
4 stars33%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 93 written reviews
100%praise
Praise188100%
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 price325%
Reasonable975%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude5730%
Would recommend3418%
Speed & response2714%
Quality & results2614%
Communication2614%
Honesty & trust158%
Price & value32%
What customers talk about
We read 93 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“If you are looking for a reliable, confident, knowledgeable, courteous team, LOOK NO FURTHER !”
“I highly recommend Fox for their outstanding service and expertise.”
“They are attentive, responsive, knowledgeable, and genuinely invested in understanding our company and helping us achieve the best possible results.”
“Wonderful service, timeliness, organization, and attention to detail in helping us through tax season.”
“They were great at communication and always pleasant.”
“We rely heavily on their expertise and trust them through the process.”
“He takes a great deal of time to explain our portfolio and its outcomes.”
People customers mention
Bill13 reviews
Travis12 reviews
Kem6 reviews
Josh5 reviews
Ramsey4 reviews
Management3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired The Fox Alliance for 8 kinds of job. Pick one to see what they paid and said.
KKurt2 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. · Edited a week ago★★★★★
We have worked with Bill and his group for many years. He has been able to offer many types of alternative investment opportunities compared to any of our previous managers. His group is very dedicated and focused on taking great care of their clients. Working with Fox Alliance is best financial decision I have ever made
Kurt Delius DDS, MS
MMaria3 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 weeks ago★★★★★
My husband and I have used different tax teams over the past 38 years. However, this is the most amazing team we have encountered. They are excellent! We believe that this firm is a cut above the rest. Their knowledge of taxes gave us confidence and security. They worked diligently to help us get our returns…
Income tax filingTax PreparationIncome tax return preparation
JJuliaLocal Guide · 14 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 weeks ago★★★★★
Wonderful service, timeliness, organization, and attention to detail in helping us through tax season. Highly recommend this team!
SStephen2 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 weeks ago★★★★★
Fox was instrumental in helping me navigate and file a particularly complex tax return this year. Special thanks to Travis for his exceptional hard work, thorough research, and dedication throughout the filing process. I truly appreciate the time and effort he put into ensuring everything was handled properly. I…
Great priceIncome tax filingTax Preparation
TTyler7 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★★★★★
Travis and the team at fox alliance have helped file our business and personal taxes the last several years. We rely heavily on their expertise and trust them through the process. We highly recommend!
RRobert10 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 mother has been a partner with Fox Alliance for at least 30 years. After she became unable to manage her holdings due to health issues, Bill and his team welcomed me as her financial advocate.
Her portfolio is complicated, but Bill and his team—especially Kem—have been extremely gracious, helpful, and…
We have worked with Bill and his group for many years. He has been able to offer many types of alternative investment opportunities compared to any of our previous managers. His group is very dedicated and focused on taking great care of their clients. Working with Fox Alliance is best financial decision I have ever made
Kurt Delius DDS, MS
M
Maria Dunlap3 reviewsiTotal number of Google reviews Maria has written across all businesses on Google Maps, not just this one.
My husband and I have used different tax teams over the past 38 years. However, this is the most amazing team we have encountered. They are excellent! We believe that this firm is a cut above the rest. Their knowledge of taxes gave us confidence and security. They worked diligently to help us get our returns completed under a tight time frame. They were great at communication and always pleasant. If you are looking for a reliable, confident, knowledgeable, courteous team, LOOK NO FURTHER !!
Services: Income tax filing, Tax Preparation, Income tax return preparation
J
JuliaLocal Guide · 14 reviewsiTotal number of Google reviews Julia has written across all businesses on Google Maps, not just this one.
Fox was instrumental in helping me navigate and file a particularly complex tax return this year. Special thanks to Travis for his exceptional hard work, thorough research, and dedication throughout the filing process. I truly appreciate the time and effort he put into ensuring everything was handled properly. I highly recommend Fox for their outstanding service and expertise.
Price assessment: Great price
Services: Income tax filing, Tax Preparation
T
Tyler Esparza7 reviewsiTotal number of Google reviews Tyler has written across all businesses on Google Maps, not just this one.
Travis and the team at fox alliance have helped file our business and personal taxes the last several years. We rely heavily on their expertise and trust them through the process. We highly recommend!
M
Mark Dzeda5 reviewsiTotal number of Google reviews Mark has written across all businesses on Google Maps, not just this one.
My mother has been a partner with Fox Alliance for at least 30 years. After she became unable to manage her holdings due to health issues, Bill and his team welcomed me as her financial advocate.
Her portfolio is complicated, but Bill and his team—especially Kem—have been extremely gracious, helpful, and understanding with all of my questions and concerns. Bill has done a wonderful job streamlining her holdings, making them much easier to understand.
My siblings and I feel very fortunate to have Fox Alliance on our side. You are more than just our financial advisors; you are our friends. Thank you for everything.
M
Michael Gobart10 reviewsiTotal number of Google reviews Michael has written across all businesses on Google Maps, not just this one.
Travis and the team at The Fox Alliance are top-notch professionals who consistently deliver excellent service. They are attentive, responsive, knowledgeable, and genuinely invested in understanding our company and helping us achieve the best possible results.
What we appreciate most is their willingness to go beyond simply providing a service. They are generous with their counsel, thoughtful in their recommendations, and intentional about helping us establish sound practices that serve the long-term interests of our company. We are grateful for Travis and the entire Fox Alliance team and highly recommend them to any business looking for a knowledgeable and trusted professional partner.
D
David Nicastro1 reviewiTotal number of Google reviews David has written across all businesses on Google Maps, not just this one.
The Fox family and colleagues (which we affectionately refer to as The Foxen) are all very skilled, dedicated, and ethical. Their financial management is SO MUCH better than our previous experiences; we are now also using some of their other services, including CPA / taxes and bookkeeping.
Price assessment: Great price
Services: Financial plan, Accounting support, Tax problem consulting, New business tax consulting, Retirement savings consulting, Tax Preparation, Income tax return preparation, Investment advising, Tax planning, Wealth management, Payroll support
C
Charlotte Gilpin1 reviewiTotal number of Google reviews Charlotte has written across all businesses on Google Maps, not just this one.
