Steven Platt
Steven Platt is a registered investment advisor at Voya Retirement Advisors, LLC, based in Portland, OR, with 23 years of industry experience. Steven 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
6500 S Macadam Avenue Suite 125, Portland, OR, 97239
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is involved in the sale and service of Voya HRA products since September 2022, dedicating a few hours per week. A Health Reimbursement Arrangement (HRA) is an employer-funded accident or health plan that reimburses qualified medical expenses.
Employment History
Current Registrations
Voya Retirement Advisors, LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Allstate Financial Services, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations41 states
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.