Decker Retirement Planning Inc.
- Regulatory AUM
- $360M
- Discretionary
- $360M
- Clients
- 774
- Avg AUM / client
- $465K
- Accounts
- 2,299
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of May 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 713 | $226M | 62.8% |
| High net worth individuals | 54 | $131M | 36.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $460K | 0.13% |
| Corporations and other businesses | 7 | $2.5M | 0.69% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aure, Heidi, Joan | Secretary | Jun 2016 (10y) | Less than 5% | |
| Brian James Decker | Chief Compliance Officer Treasurer And President | Jun 2016 (10y) | 75% or more | |
| Decker, Jacob, Brian | Vice President | Aug 2017 (9y) | Less than 5% | |
| Clayton W. Bradshaw | Registered representative | Jun 2017 (9y) | ||
| Bradley Thomas Geddes | Registered representative | CFP | Feb 2018 (8y) | |
| Scott Nolan Boyce | Registered representative | May 2018 (8y) | ||
| Cameron James Archibald | Registered representative | May 2022 (4y) | ||
| Arrin C Wray | Registered representative | Aug 2022 (4y) | ||
| Chad Ryan Poulson | Registered representative | CFP | Jul 2023 (3y) | |
| Marcus D Knauss | Registered representative | Oct 2023 (3y) | ||
| Michael Bishop Schwartz | Registered representative | Feb 2024 (2y) | ||
| Russell J Wilson | Registered representative | Apr 2025 (1y) | ||
| Mitchell Marriott | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/29/2026 | 942 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Fidelity Distributors Company Llc $394M (109% of AUM) May 2026
- TD Ameritrade $118M (100% of AUM) Jun 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗