Voyage Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. Like many investment managers, the firm is fee-only and typically charges asset-based advisory fees while offering both ongoing and project-based planning engagements.
The firm’s investment approach combines modern portfolio theory with a core-and-satellite structure, using broadly diversified, low-cost ETFs for core exposure and selectively adding active managers or sector funds as satellites, while applying asset-location principles across account types. Voyage also engages outside managers and participates in the Altruist Model Marketplace, supporting client selection through documented due diligence and ongoing oversight of recommended advisers.
What is distinctive about the firm is its explicit pension consulting and retirement-plan focus, including acting as an ERISA 3(38) investment manager for plan sponsors — a service relatively uncommon among peers. The brochure also emphasizes the firm’s role in selecting and reviewing other advisers (without sharing in their fees), and it offers extended retirement-transition and business financial planning projects tailored to employer and individual needs.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Business succession planning
Retirement income strategy
Social Security optimization
Medicare planning
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fees range from $500 to $5,000 fixed fee, depending on complexity and scope.
$0 - $500,000: 1.15% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.65%
Fee-only: Voyage is a fee-only firm; compensation is only from clients for services.
Main office location
Voyage Wealth Management, LLC
D'iberville MS, United States
Number of offices
2
Most active in
Voyage Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Mississippi
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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