Bradley Geddes is a CFP-designated registered investment advisor at Decker Retirement Planning INC., based in Mill Valley, CA, with 8 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 774 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Asset management fees range from an annual rate of 1.4% for higher-risk investment models down to 0.20% for cash management. Fees are charged only on risk-bucket assets and exclude bonds, CDs, and self-managed positions.
Fee Estimator
Location
2 Belvedere Place, Suite 230, Mill Valley, CA, 94941
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Bradley is the co-founder and CFO of Join IT, Inc., a membership management software company, since 2017. This takes a few hours per week outside of market hours.
Employment History
Current Registrations
Decker Retirement Planning INC.
State Registrations1 state
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
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