CRD: 284281
Decker Retirement Planning Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2016
- Office Locations
- 7
Office Locations
About Decker Retirement Planning Inc.
Decker Retirement Planning Inc. is a Lehi, Utah-based RIA focused on retirement planning and portfolio/income optimization for individuals approaching or in retirement. Its math-based, principle-driven process emphasizes tax minimization, risk reduction, and strategic income distribution from principal-protected accounts. The firm supports prospects and clients through education via workshops and ongoing media content (articles, podcast/TV/radio).
Reported data analysis
What the numbers show
Between November 13, 2025 and May 29, 2026, reported AUM increased 26.2%, from $285.1M to $359.9M.
Across 5 reported observations, AUM increased 196.4% between November 15, 2022 and May 29, 2026, from $121.4M to $359.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 854 clients, or 122 clients per representative. That equates to $421.4K in reported AUM per client.
The profile lists 7 reported office locations and 10 years in operation. The source data was last updated on May 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Decker Retirement Planning Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRIAN JAMES DECKER
Chief Compliance Officer, Financial Planner, President
- CRD
- #1503719
- Ownership
- 75% or more
HEIDI JOAN AURE
Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Cameron James Archibald
Financial Planner
- CRD
- #7557437
Scott Nolan Boyce
Portfolio Manager | Financial Planning Analyst
- CRD
- #6943199
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $359,915,714 | $156,553 |
| Non-Discretionary | $0 | -- |
| Total | $359,915,714 | $156,553 |
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Separately Managed Accounts
SMA allocation detail is available
Decker Retirement Planning Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Decker Retirement Planning Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.