Voya Retirement Advisors, LLC

CRD#3989
Investment Advisor Firm

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Learn more about Voya Retirement Advisors, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Voya Retirement Advisors, LLC is located at One Orange Way, Windsor, CT. The firm employs 136 financial advisors to manage client portfolios and provide financial guidance. Voya Retirement Advisors, LLC is not a registered broker-dealer.

    Voya Retirement Advisors, LLC oversees $27.0 billion in assets under management across 11,767 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses. The firm caters to banking institutions, state or municipal government entities, and corporations, with corporations being the largest client type by accounts. The fee structure at Voya Retirement Advisors, LLC includes asset-based and fixed fees. The firm maintains affiliations with a broker-dealer or securities dealer, trust company, accountant or accounting firm, lawyer or law firm, insurance company or agency, pension consultant, real estate broker or dealer, and commodity pool advisor.

    Voya Retirement Advisors, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $27.0 billion

    Number of Advisors

    136

    Disclosures

    No

    Office Location

    One Orange Way
    Windsor, CT 06095

    Voya Retirement Advisors, LLC by the Numbers

    Total Assets Under Management

    $27.0 billion

    National Average: $8.6 billion
    Total Number of Employees

    136

    National Average: 64
    Total Number of Accounts

    11,767

    National Average: 375,227
    Average Account Size

    $2.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors usually are based on which service is provided. Fees charged by Voya Retirement Advisors, LLC can consist of some blend of the following fee structures: asset-based or fixed.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company provides services to banking institutions, state or municipal government entities, and corporations. Out of its 3 clients, Voya Retirement Advisors, LLC's largest client group by number of accounts is corporations.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Voya Retirement Advisors, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Voya Retirement Advisors, LLC

    Ridha Durrani
    Frisco, TX
    Wesley Handley
    Klamath Falls, OR
    Clare Daily
    Dallas, TX
    Lisa Morgan
    Windsor, CT
    Gordon Ward
    Windsor, CT
    William Trunick
    Windsor, CT
    Willie Griffin
    Charlotte, NC
    Michelle Stewart
    Houston, TX
    Matthew Maver
    Windsor, CT

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