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DECKER RETIREMENT PLANNING INC.
CRD 284281File 801-120733
APPROVED
Retail clients
Filing as of May 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$359.9M
Below cohort median (national)
Discretionary AUM
$359.9M
Clients
774
2,299 accounts
Employees
23
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 7, 2021
- Principal office
- 2889 W ASHTON BLVD., SUITE 125, LEHI, UT, 84048
- Phone
- 855-425-4566
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $359.9M
- Discretionary AUM
- $359.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,299
- Non-discretionary accounts
- 0
- Total accounts
- 2,299
- AUM per client
- $465K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $2.5M |
| High net worth individuals | 54 | $131.0M |
| Pension and profit sharing plans | Fewer than 5 | $460K |
| Individuals (other than high net worth individuals) | 713 | $226.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.