SD
CFP
SD
CFP

Stacey Decker

16 Years of Experience
Manteno, IL
Broker

Stacey Decker is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Manteno, IL, with 16 years of industry experience. Stacey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Manteno, IL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
July 2016 - Present · 10 yrs 3 mos
Fidelity Brokerage Services LLCBroker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
August 2016 - July 2018 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - July 2016 · 2 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2014 - July 2016 · 2 yrs 4 mos
Raymond James Financial Services Advisors, INC
July 2012 - February 2014 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
July 2012 - February 2014 · 1 yr 7 mos
Chase Investment Services CORP.
August 2011 - July 2012 · 11 mos
Chase Investment Services CORP.Broker
August 2011 - July 2012 · 11 mos
Thrivent Investment Management INC.
January 2011 - July 2011 · 6 mos
Thrivent Investment Management INC.Broker
August 2010 - July 2011 · 11 mos
New England SecuritiesBroker
May 2010 - August 2010 · 3 mos
State Registrations33 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.