CRD: 284281
Decker Retirement Planning Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2016
- Office Locations
- 6
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).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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Cameron James Archibald
Financial Planner
- CRD
- #7557437
Scott Nolan Boyce
Portfolio Manager | Financial Planning Analyst
- CRD
- #6943199
Showing 2 of 12 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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