Brennan Decima

Decima Wealth Consulting

2020 Oak Street Ne

Saint Petersburg, FL 33704

727-729-2262

A clear path forward

About Decima Wealth Consulting

At Decima Wealth Consulting, we specialize in helping retirees and those preparing for retirement make smarter decisions about how and when to draw from their retirement accounts. Retirement shouldn't feel confusing or stressful. That's why we focus on simplifying complex financial topics like Roth conversions, tax-efficient drawdown strategies, and managing portfolio volatility. Our mission is to help you keep more of what you've earned through personalized planning built around your values. We deliver clear, integrated advice based on three core pillars: Understanding your specific needs Providing coordinated retirement tax and investment strategies Making your financial life simpler and more confident

See Disclosures

General Information

Firm Start Year

2025

No. of Employees

2-4

automated call

Yes

CRD#

5618663

Firm CRD#

131167

Name of Custodial Firm

Fidelity/Charles Schwab

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$21,000,000

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893037/retirementplanning-Decima-Wealth-Consulting-detailed-disclosure.html

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.