Aon Retirement Plan Advisors, LLC (Atlanta)

Aon Retirement Plan Advisors, LLC is a pension cosultant based in Atlanta. It manages $2.7 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.

Aon Retirement Plan Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aon Retirement Plan Advisors: assets under management

The assets under management (AUM) of Aon Retirement Plan Advisors, LLC is $2.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.5 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 98% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aon Retirement Plan Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Richard James Doyle serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Richard James Doyle is high net worth individuals with 5 clients and $1.94 million of assets under management. Among the 0 most similar advisory firms, Aon Retirement Plan Advisors has the 0th lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $2.7 million for 12 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Aon Retirement Plan Advisors doesn't advise any private funds.

Careers at Aon Retirement Plan Advisors, LLC

The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Richard James Doyle has been acting as President since 1 Jul 2005. Thomas Lyle Williams joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. (Nj) Aon Consulting	Owner	1 Jul 2005	75% - 100%	22-2232264
William Leo Delaney	Director, chief compliance officer	1 Jul 2005	Other	1997937
Richard James Doyle	Director	1 Jul 2005	Other	1557054
Susan Davis Alford	Director	1 Jul 2005	Other	2540168
Inc. Aon Consulting	Owner	1 Jul 2005	75% - 100%	22-2232264
Ronald Destefano	Director	1 Mar 2006	Other	5123380
Jeffrey Todd Chambley	Managing member	1 Feb 2008	Other	3129456
Leslie Walden Uddin	Director, chief compliance officer	1 Feb 2008	Other	2816485
Bridget Leitch Steinhart	Director	1 Feb 2008	Other	2862802
Mark Elwood Thomas	Manager	1 Jan 2009	Other	1449690
Gregory Joseph Carrick	Manager, chief compliance officer	1 Jan 2014	Other	1742083
Thomas Lyle Williams	Vice president	1 Jan 2019	Other	4641870

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Aon Group	Parent	1 Mar 1987	75% - 100%	52-0969822
Inc. Aon Consulting Worldwide	Parent	1 Jan 1990	75% - 100%	52-1508151
Aon Corporation	Parent	1 Feb 1997	75% - 100%	36-3051915

Based in Atlanta

The principal office where Aon Retirement Plan Advisors, LLC performs its advisory services is located at 3550 Lenox Road Ne, Atlanta, GA 30326, which is also the mailing address of the firm. An additional office of the firm is in Stamford, CT. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404.442.1025 or by fax 404.240.6079. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.