CW
CW

Colin Welton

22 Years of Experience
Windsor, CT
Broker

Colin Welton is a registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 22 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,672 clients with $37B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
140 advisors
Number of Clients
7,672 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$37.5B

Fee Structure

Investment management only (planning not offered)

Voya Retirement Advisors offers Professional Management (PM), a managed account program, for a fee. The fee can be a single flat tier or a multi-tier model where the fee reduces as the account balance increases. The fees vary by plan and are considered confidential trade secrets, but the fee does not exceed 0.60% annually for the lowest asset level. The Income Beyond Retirement (IBR) feature is available at no additional cost to eligible PM enrolled participants within the Edelman Financial Engines service.

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Location

One Orange Way, Windsor, CT, 06095

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Voya Retirement Advisors, LLC
July 2023 - Present · 3 yrs 2 mos
Voya Financial Partners, LLC
June 2015 - Present · 11 yrs 3 mos
Voya Financial Partners, LLCBroker
June 2015 - Present · 11 yrs 3 mos
Previous Registrations
Voya Financial Partners, LLC
June 2015 - July 2023 · 8 yrs 1 mo
MML Investors Services, LLC
April 2006 - June 2015 · 9 yrs 2 mos
MML Investors Services, LLCBroker
April 2006 - June 2015 · 9 yrs 2 mos
Princor Financial Services Corporation
June 2005 - January 2006 · 7 mos
Princor Financial Services CorporationBroker
January 2003 - January 2006 · 3 yrs
State Registrations4 states
ILINKYOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.