Help Us Celebrate Legacy Consulting Group’s 2026 Five Star Wealth Managers
Congratulations to Steve Wachs, Roger Shake, and Matt Quinn on being named 2026 Five Star Wealth Managers! We’re proud to celebrate this well-deserved recognition. This prestigious accolade is based on a comprehensive research process that evaluates professionals across 10 objective criteria. We believe this recognition is just one example of their dedication to providing extraordinary client service.
Learn more in the August 2026 issue of Texas Monthly or watch the video at the link below.
2026 Dallas/Fort Worth Five Star Manager Steve Wachs, Roger Shake and Matt Quinn
Since 2012, Roger A. Shake, CFP®, RLP®, CeFT® or Steven G. Wachs, CFP® have been selected annually to receive the Five Star Wealth Managers Award. In 2020 and subsequent years, Matt Quinn, CFA® joined the ranks of Five Star Wealth Managers at Legacy Consulting Group. We have proudly been serving families, individuals, business owners and institutions for over 25 years with their Financial Life Planning and Investment Advisory needs.
Legacy Consulting Group is accepting new clients. For more information, contact us at 972-599-4750 or through our website at www.LegacyConsultingGroup.com
Disclosures:
"Five Star Professional is a market research firm located in Eagan, MN. The Five Star Award is presented to wealth managers and other professionals as a recognition of the quality of services provided to their clients. Award candidates are evaluated against various eligibility and evaluation criteria such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information about this award and selection methodology, go to: fivestarprofessional.com."
This award was issued on 07/01/2026 by Five Star Professional (FSP) for the time period 10/30/2025 through 04/30/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4645 Dallas/Fort Worth-area wealth managers were considered for the award; 280 (6% of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 4,405, 315, 7%, 7/1/25, 10/9/24 - 5/1/25; 2024: 4,255, 342, 8%, 7/1/24, 10/10/23 - 4/30/24; 2023: 4,274, 336, 8%, 7/1/23, 10/10/22 - 5/5/23; 2022: 4039, 330, 8%, 7/1/22, 9/20/21 - 4/8/22; 2021: 4007, 323, 8%, 7/1/21, 9/21/20 - 4/30/21; 2020: 4374, 335, 8%, 7/1/20, 10/7/19 - 4/24/20; 2019: 3899, 393, 10%, 7/1/19, 10/22/18 - 5/3/19; 2018: 3851, 338, 9%, 7/1/18, 10/24/17 - 5/21/18; 2017: 2730, 382, 14%, 7/1/17, 9/26/16 - 4/28/17; 2016: 2471, 678, 27%, 6/1/16, 11/30/15 - 5/18/16; 2015: 2862, 684, 24%, 7/1/15, 11/30/14 - 5/18/15; 2014: 5080, 621, 12%, 7/1/14, 11/30/13 - 5/18/14; 2013: 3834, 698, 18%, 7/1/13, 11/30/12 - 5/18/13; 2012: 2688, 654, 24%, 7/1/12, 11/30/11 - 5/18/12. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, 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 three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 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. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future..Visit www.fivestarprofessional.com.
Legacy Consulting Group is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Steve Wachs, Roger Shake, and Matt Quinn are investment adviser representatives with Legacy Consulting Group. All investment strategies have the potential for profit or loss.