Decker Retirement Planning Inc.

RIASEC Registered

Total AUM

$360M

Discretionary

$360M

100% of AUM

Avg account

$157K

Accounts

2,299

Employees

Advisory reps

Firm details

Headquarters: Lehi, Utah
CRD number: 284281
Registered since: April 7, 2021
Website: www.deckerretirementplanning.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals62.78%
HNWI36.4%
Corporations / Businesses0.69%
Pension & Profit Sharing Plans0.13%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Decker Retirement Planning Inc. is an independent, SEC-registered registered investment adviser (SEC registration year: 2021) organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and publications such as periodic newsletters. Its stated fee model combines percentage-of-AUM billing with hourly charges, and it identifies itself as a capital allocator that selects external managers and funds on behalf of clients. The firm does not identify as an active ESG investor.