Decker Retirement Planning Inc.
Firm details
- Headquarters
- Lehi, Utah
- CRD number
- 284281
- Registered since
- April 7, 2021
- 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
FINTRXOverview
Decker Retirement Planning Inc. is an independent, SEC‑registered investment adviser formed in 2021 that focuses on retirement planning and portfolio management for individuals, families and small institutions. The firm operates as a capital allocator: it provides financial planning, manages discretionary portfolios, selects third‑party managers, and produces periodic written materials for clients. Its compensation is primarily a percentage of assets under management with the option of hourly billing for certain services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities39%
- Cash & Cash Equivalents15%
- Non-Exchange Traded Equities1%
Owners & executives
2 of 2
Clayton Bradshaw
Chief Marketing OfficerCRD 6791138
Cameron Archibald
Chief Client Services OfficerCRD 7557437
Contacts
3 of 10
Heidi Decker
SecretaryCRD 6686465
Michael Schwartz
Financial PlannerCRD 6690653
Brian Decker
Owner & FounderCRD 1503719
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 202Active vs passive
$265M in ETFs
89%
$237M
8%
$28.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $76.5M | 759,734 | 28.84% |
Location
Lehi, UT
Utah
Location
Lehi, UT
Headquartered in Lehi, UT, in the West of the United States.
- Region
- West
- County
- Utah
- Address
- 2889 W Ashton Blvd
- Time zone
- MT (UTC-7)
- Office locations
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