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Wealth Factory

4.320 reviews
Last reviewed: Jan 7, 2026

Do you agree with Wealth Factory's TrustScore? Voice your opinion today and hear what 22 customers have already said.

wealthfactory.comMember since Mar 2026

Wealth Factory is an online company. Based on 20 reviews on TrustPlane, it has an average rating of 4.3 out of 5 stars. Last reviewed January 7, 2026.

Customer Reviews

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Business and Wealth Mentors

I started a business and wanted to make sure I structured it correctly so I could optimize my resources and avoid the pitfalls I knew I’d encounter along the way. During my search for mentors, I found Wealth Factory — and I’m glad I did.I began with their basic package and eventually upgraded to their coaching package. One thing I really appreciate is that everyone’s path is different, and Wealth Factory truly understands that. Their system is designed so you can move at your own pace and in the direction that fits your goals.They’re connected with a wide range of vetted resources, which gives me confidence in every recommendation they make. My relationship with my coach, Mike Brown, has been outstanding. His guidance has been practical, personalized, and incredibly valuable.I fully recommend Wealth Factory for anyone looking for support, clarity, and direction in building or improving their business.

USA HERITAGE CRAFT
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I love Wealth Factory

I love Wealth Factory! Not only have they helped me save thousands monthly, set up estate planning, tax strategies but also helped me set up a consulting firm aligned with my real estate background!

Phoenix Native
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My experience with Wealth Factory…

My experience with Wealth Factory (Derrick Larsen) has been a good experience because of the consistency in which I am held accountable to engaging various processes of managing my finances as well as gaining knowledge in areas I did not have access to prior to this experience. It keeps me cognizant of the ever-changing market and its challenges for those planning for retirement and gives me access to various financial experts with the click of a button. Not to mention the countless educational videos and live webinars that are an excellent source of information before making any big decision. Derrick Larsen has been great in educating me in the area of real estate and just overall helping me to better define my investor DNA. I would recommend Wealth Factory to anyone in need of real financial expertise.

Rhonda
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A company that genuinely cares about the growth of its clients.

Wealth Factory is more than just another financial service, they actually care. Their focus isn’t only on numbers, but on helping clients build confidence, improve their financial habits, and create long-term growth. The support feels personal and genuine, and it’s clear they want their clients to succeed, not just check boxes. It’s refreshing to find a company committed to both financial results and personal improvement.

Cristian Lird
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Don't use if you have any finance or accounting background

I've been a member of Wealth Factory for about 6 weeks now. It's a significant investment and so far has yet to result in any real tangible benefit. It appears to be a glorified referral network which can have some value. However, the companies you are referred to will still charge a fee for their services and I've found the referral partners' fees are not competitive with other providers. I'm disappointed that I didn't do more research regarding Wealth Factory before signing up. The salesperson (Steve Martin) was a very good salesperson but I don't think what he was selling is what the business actually provides. Please use caution before paying the almost $9K fees to join the program. Do your research and find local providers to help you in areas you need/want help.

spencer gilason
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Thank you Wealth Factory for giving me guidance, direction, and contacts to help me stay on track planning ahead and meeting my longer term goals.

The Wealth Factory mind set is very much in alignment with my personal views and goals. Their personal coaching has been much appreciated as I now have someone else to help me hold myself accountable and help me moving forward with some of my higher level, long range goals/plans. Wealth Factory also has many connections with companies who have both given me ideas and with whom I have contracted in order to accomplish Professional Projects for me and my company. The money I have paid for Wealth Factories Services has been returned many times over.

Doug
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Supercharge Your Entrepreneurial Growth

Working with Wealth Factory has enabled me level up my thinking and break through to the next level with my business and entrepreneurial journey. My wealth architect, Derrick Larsen, is a phenomenal resource and has led me through self-discovery and breakthrough with an abundance mindset. He's also been fantastic at helping to make sense of my sometimes chaotic thought patterns and help to refine my ideas and optimize my overall wealth. Most highly recommended!

Glenn Miller
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Great advice on new opportunities

Derrick has been great to chat with regarding strategies and potential opportunities. Having someone to answer questions on a new topic has been incredibly valuable.

Ben
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Clear strategies and goals

Clear strategies and goals, an exuberant website full of content and growth.

Melissa
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Wealth Factory literally offered a…

Wealth Factory literally offered a wealth of information for me to dive into right away. I highly recommend them to anyone wanting to begin learning about your future financial health or for seasoned investors. I am so grateful for the customer service that was offered and was available anytime I had questions. Dani Heredia was very personable and easy to consult with. Thank you!

Jackie
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Great information and team to help you…

Great information and team to help you take action with your own finances and business! Would totally recommend to anyone trying to put the big pieces together so it makes sense and fits your priorities. Hard to get this personalized approach to finance/business/life that complements each other.

Bridgette
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Flexible and a good program

I was in a place where I was too busy to follow through and they worked with me to slightly modify their program to fit my life. Matthew was great to help accommodate me. If you have the time and money and need the guidance almost anyone can benefit from this program.

Galen
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Lots of valuable resources and a great…

Lots of valuable resources and a great support network for your wealth building journey.

Bill
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Thumbs down

Good promises but nothing followed through and we kept being sold more services on top of what we already bought. Wouldn’t recommend

Benjamin
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Awesome Service and Guidance

I have been very pleased with the Wealth Factory programs. I've experienced friendly, prompt, and first-class service from the entire staff as well as insightful and positively transformational mentorship from the coaching program.

RR
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Great Programs!

Great Programs. Wealth architecture has been very useful and my coach Dale Ockey is top notch!

Ryan Nau
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5 Stars

5 Stars – A True Financial Dream TeamMy decision to join the Wealth Factory family has been a game-changer in my personal and professional life. It all began with Steve Martin, whose vision and dedication to their mission made joining this community an obvious choice.Since then, I’ve had the privilege of working with Derrick Larsen, whose coaching and relentless drive for excellence and execution have kept me on course. His commitment to my success has been nothing short of inspiring.I want to extend a special thanks to Matt Stevens and Jennifer Mecha at Provider Legal. Their legal acumen, steady guidance, and remarkable patience have simplified the complex. Mike Wright at Advanced Tax Group has brought clarity to my finances, ensuring my books are in order and my tax strategy is robust.Max Madsen gave our family the fuel to launch our Family Bank, a step towards a financial legacy that will last for generations. J.J. Childers of Barrister Advisors brought it all together with a family trust that secures our future, providing a sense of security and confidence in our financial planning.I am deeply grateful to the entire Wealth Factory team, even those I haven't mentioned by name. It truly takes a village! Your collective guidance, structure, and care have been instrumental in my journey, benefiting not just me, but also my family and business.Wealth Factory doesn’t just talk about building wealth—it empowers you to live it with confidence, purpose, and peace of mind.

Stan
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Coaching calls

The calls with my coach are very much worth my time. Everyone needs someone to bounce ideas off, learn from and sharpen their skills. I also like that I can go over what I'm dealing with on my plate or there are always recommendations waiting for me if I don't have something specific at that time. The expense of the program forces me to make time to spend in the Wealth Factory materials, coaching calls and assignments to improve myself and my business. I don't like wasting my time or my money and I feel this program is beneficial to both.I appreciate all that is included on the website and the weekly webinars. I love that the vast amount of professional knowledge that is shared and recorded, so I can absorb it on my schedule.If I were to give any suggestions for improvement, it would be a 45-50 minute coaching call instead of 30. Building a trusting relationship so I can be my most vulnerable self doesn't happen without some relationship building. That is hard to do and receive direction on the subject matter in just 30 minutes.All-in-all, I'm pretty pleased with my decision to work the Wealth Factory!

SB
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Run Away. Dishonest, Lack Integrity

Run Away. Dishonest, Lack IntegrityThey will take your money and not do any of the things they say. They are a glorified referral service with out any follow thru or willingness to back their claims. Don't ask for your money back when they do nothing, they will just tell you to pound sand.

Corey Cauble
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Cryptic about how to work with/for

Cryptic as to how wealth factory can work self-employed to make money. In other words, webpage doesn't say how to make money with wealth factory by working for/with wealth factory. Time has to be invested to fill out a survey that collects personal info and likely resold/info brokered. Then inquirer has to wait for a call. Sounds like they have to sell something rather than being straight forward by saying how to work them and what kind of compensation is available.I would be happy to update this review and/or rate better if wealth factory would just communicate via email about the work opportunities before having to schedule time out of our day to interview each other.

climcitycollege
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According to TrustPlane, Wealth Factory has a 4.3/5 rating based on 20 verified reviews as of April 2026. Source: trustplane.app/company/wealthfactory-com