Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > utah > lehi > DECKER RETIREMENT PLANNING INC.
DECKER RETIREMENT PLANNING INC.
2889 W Ashton Blvd.
Suite 125
Lehi, Utah 84043
Tel: 855-425-4566
About DECKER RETIREMENT PLANNING INC.
DECKER RETIREMENT PLANNING INC, formally registered with the SEC as DECKER RETIREMENT PLANNING INC. The firm was established in 04/07/2021. They have over 7 offices throughout the country.
DECKER RETIREMENT PLANNING INC. is a Lehi, Utah based Financial Planning firm with nearly $213,562,459 assets under management, offering retirement planning & investment advisory services to 2317 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284281 |
| SEC# | 801-120733 |
| Assets Managed by Firm | $213,562,459 |
| No. of Clients | 2317 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2317 | $213,562,459 |
| Individuals (other than high net worth individuals) | 592 | $161,328,964 |
| High net worth individuals | 22 | $52,233,495 |
More Retirement Planning firms in Lehi, Utah:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $47,001,314,000 | 132 | 2300 | |
| $26,663,066,907 | 237 | 90 | |
| $8,777,551,735 | 33539 | 17 | |
| $6,821,969,061 | 3884 | 72 | |
| $6,672,033,386 | 1963 | 24 |
Explore More Retirement Advisors in Lehi, Utah