Analyzing 8,495,3378.5M ReviewsFor 24,12024.1K Experts

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WealthPlan Group

Financial consultant · Omaha, NE · reviewed since 2019

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 69%89+61.6Reliability 31%77+23.7Experts Score= 85Not enough data for value, 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.85SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#42 of 51 financial advisorsPosition by Experts Score among all companies we track in this category. · better than 18%
4.8 ★★★★★ 22 Google reviews · 7 photos
95%five-star reviews
5.00★last 12 monthsAverage stars on reviews from the last 12 months only.
5%1–2★, last 20 reviewsShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
32%reviews answered by the owner
Oct 2026latest review
📞 Call (402) 691-0200Request a call backWebsite ↗

WealthPlan Group at a glance

Google reviewers rate WealthPlan Group 4.8 out of 5 based on 22 reviews, with the owner responding to 32% of them. Clients describe the firm as a trustworthy financial planning and investment management service, highlighting ongoing communication, customer service, and long-term client relationships. The provided excerpts consist exclusively of positive feedback, so no common criticism is identified.

  • Google rating: 4.8 out of 5 from 22 reviews (95% five-star).
  • Reviews on this page: 22 Google reviews (6 with written comments).
  • Owner responses: the business replied to 32% of reviews.
  • Most recent review: October 22, 2026.
  • Service: Financial Advisor serving Omaha, Nebraska.

Data from Google, last updated November 5, 2026.

Score profile vs other financial advisors

Score per factor (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: momentum and satisfaction; weakest: reliability.

Satisfaction89Reliability77Craft & service–Value–Momentum100Replies to reviews–Satisfaction: 89 (median 99)Reliability: 77 (median 99)Momentum: 100 (median 100)
WealthPlan GroupFinancial Advisors median0 = centre, 100 = best
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.WealthPlan Group: 89/100 on this factor. Category median: 99.A
89
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.WealthPlan Group: 77/100 on this factor. Category median: 99.B
77
Craft & serviceCraft & 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.–
–
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.Not enough reviews for this factor yet. Category median: 100.–
–
MomentumMomentum · 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.WealthPlan Group: 100/100 on this factor. Category median: 100.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.Not enough reviews for this factor yet. Category median: 84.–
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Bar = this company · dark tick = category median.

Star ratings

22 Google reviews we collected

  • 5 stars2195%
  • 4 stars00%
  • 3 stars00%
  • 2 stars00%
  • 1 star15%

Praise vs complaints

Phrases our text analysis found in 6 written reviews

  • Praise2100%
  • Complaints00%

Topic share

How often each topic comes up in the written reviews

  • Communication150%
  • Honesty & trust150%

What customers talk about

We read 6 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “The on-going communication is second to none.”
  • “A trustworthy, highly experienced advisor that takes great care of his clients.”

praise complaint · found by our text analysis, Google review wording unchanged.

Recent reviews

John2 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. · 10 months ago★★★★★

Landon is an expert in his field. A trustworthy, highly experienced advisor that takes great care of his clients.

Paul13 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★★★★★

WealthPlan Group is an outstanding Financial Planning and Investment management firm. They truly put their clients first. The on-going communication is second to none. I have been associated with WealthPlan Group since 2003 and can't imagine being anywhere else. I have referred many of my friends and business associates to them.

Anthony3 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. · 6 years ago★★★★★

Thank you for inviting Independent Investment Services for the for the WealthPLAN 1Q20 meeting. The collaboration with regards on the challenges we face as a team going forward into the new decade.

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Photos

Customer reviews

4.8 ★★★★★ 22 reviews on Google · rating breakdown

Reviews from Google, shown as published (original wording, unedited).

Filter by topic — each topic is highlighted in the reviews in the same color
John Sanders2 reviewsTotal number of Google reviews John has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Landon is an expert in his field. A trustworthy, highly experienced advisor that takes great care of his clients.

jeremy armagostLocal Guide · 25 reviewsTotal number of Google reviews jeremy has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Best planning firm in Nebraska.

Paul P13 reviewsTotal number of Google reviews Paul has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

WealthPlan Group is an outstanding Financial Planning and Investment management firm. They truly put their clients first. The on-going communication is second to none. I have been associated with WealthPlan Group since 2003 and can't imagine being anywhere else. I have referred many of my friends and business associates to them.

Wyatt O'Mara1 reviewTotal number of Google reviews Wyatt has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Great customer service

Response from the owner · a year ago

Thank you very much Wyatt!

Max Hogrefe1 reviewTotal number of Google reviews Max has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Great Group of people

Response from the owner · a year ago

We appreciate your review Max!

Anthony Stoll3 reviewsTotal number of Google reviews Anthony has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Thank you for inviting Independent Investment Services for the for the WealthPLAN 1Q20 meeting. The collaboration with regards on the challenges we face as a team going forward into the new decade.

Response from the owner · a year ago

Thank you Anthony!

Bryce CurryLocal Guide · 50 reviewsTotal number of Google reviews Bryce has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★
stacey rudolfiLocal Guide · 80 reviewsTotal number of Google reviews stacey has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★
OperatorWierd OneLocal Guide · 24 reviewsTotal number of Google reviews OperatorWierd has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★
c w1 reviewTotal number of Google reviews c has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

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Business details