Brian Decker
Brian Decker is a registered investment advisor at Decker Retirement Planning INC., based in Lehi, UT, with 39 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 900 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Decker Retirement Planning manages investments for a fee based on a percentage of the assets they manage. The annual fee ranges from 0.20% to 1.4% and is only charged on Risk Bucket assets. The fee is calculated monthly based on the average daily balance of the account. Decker Retirement Planning requires clients to go through the financial planning process before they will manage their investments.
Location
2889 W Ashton Blvd., Suite 125, Lehi, UT, 84043
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2011Customer Dispute
February 1997Customer Dispute
March 1995Customer Dispute
March 1993Other Business ActivitiesSells Insurance
Brian provides insurance sales and services through Decker Retirement Planning Inc., where he is the President and sole owner. Approximately 40% of Brian's time is devoted to these insurance activities, which is about a quarter of his time.
Employment History
Current Registrations
Decker Retirement Planning INC.
Previous Registrations
USA Financial Securities CorporationBroker
Absolute Return Solutions, INC.
Pacific West Financial Consultant INC
Pacific West Securities, INC.Broker
Smith Barney INC.Broker
Prudential Securities IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
Piper, Jaffray & Hopwood IncorporatedBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.