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DECKER RETIREMENT PLANNING INC.

CRD 284281 · SEC 801-120733

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2889 W ASHTON BLVD., SUITE 125, LEHI, UT, 84048, United States

Phone

855-425-4566

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$359.9M

Discretionary AUM

$359.9M

Team

23 total employees; 7 advisory reps; 80 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-05-29

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals713$226.0M
High net worth individuals54$131.0M
Corporations/business entities7$2.5M

States served

AK, AZ, CA, ID, MT, NE, NV, NY, UT, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD