Wealth managers do not pay a fee to be considered, awarded or placed on the final list of 5 star wealth managers. Once awarded, wealth managers may opt to purchase additional profile add space or related award promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winners future performance. The 5 Star Wealth Management  award, administered by Crescendo Business Services, LLC (DBA 5 Star Professional, is based on ten objective criteria: 1. Credentialed as a RIA or an IAR; 2. Active as a credentialed professional in the financial services instrument for a minimum of 5 years: 3. Favorable regulatory and complaint history review (as defined by 5 Star, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of 3 customer complaints against them [settled or pending] with any regulatory authority or 5 Star Professionals consumer complaint process.  Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through 5 Star Professionals consumer compliant process; C. Individually contributed to a financial settlement of a customer complaint files with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One year client retention rate; 7. Five year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations; 685 SW Florida wealth managers were considered for the award; 61 (24% of candidates) were named  5 Star Wealth Managers.