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Laurel Wealth Planning rated five stars as wealth managers

March 10, 2021

As fiduciary advisors, Laurel Wealth Planning values transparency and trust. So we don’t want you to just take our word for it that we always have your best interests in mind.

Two independent rating groups have given Laurel Wealth Planning or its advisors five stars as wealth managers.

Investor.com

Laurel Wealth Planning receives five stars from Investor.com. Only 68 Minnesota firms have this highest possible rating. This puts LWP among Investor.com’s Top Firms in Minnesota for 2020.

Investor.com is a consumer advocacy project founded in 2018. It aims to help Americans research and compare financial advisors to avoid conflicts of interest. The White House Council of Economic Advisers estimated the annual cost of conflicted investment advice to be about $17 billion.

The “trust algorithm” built by Investor.com assesses every financial advisory firm in the United States based on many variables. It uses data from Securities Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) filings.

Five Star Professional

Five Star Professional recognized Laura Kuntz and Anne Ward as Five Star Award Winners in 2021. Both have earned this annual award multiple times.

In 2021, Five Star Professional evaluated 4,004 Twin Cities wealth managers and awarded 16% of them. To receive the Five Star award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.

Founded in 2003, Five Star award is the largest program of its kind in North America. It conducts market research to recognize wealth management professionals who show a commitment to clients and strong industry credentials.

We are honored to be recognized as five-star wealth managers through unbiased analysis by both organizations.

 

 

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