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Martha Rios

17 Years of Experience
Windsor, CT
1 DisclosureBroker

Martha Rios is a registered investment advisor at Voya Retirement Advisors, LLC, based in Windsor, CT, with 17 years of industry experience. Martha 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 (1)
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Criminal
December 2002
Final Disposition
Employment History
Current Registrations
Voya Retirement Advisors, LLC
June 2025 - Present · 1 yr 3 mos
Voya Financial Partners, LLC
September 2021 - Present · 5 yrs
Voya Financial Partners, LLCBroker
September 2021 - Present · 5 yrs
Previous Registrations
LPL Financial LLCBroker
July 2019 - September 2021 · 2 yrs 2 mos
Voya Financial Advisors, INC.Broker
February 2017 - July 2019 · 2 yrs 5 mos
Voya Financial Partners, LLCBroker
March 2008 - August 2016 · 8 yrs 5 mos
Oneamerica Securities, INC.Broker
November 2007 - February 2008 · 3 mos
State Registrations5 states
CAFLNYTXWI
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.
Martha Rios - Financial Advisor | TrueAdvisor