Decker Retirement Planning, Inc.

Retirement Planning Firm in San Francisco, CA

Firm Info
Address: 50 California St #1500, San Francisco, CA 94111, USA
Phone: (415) 523-7400

Firm Size
Assets Under Management: $121.4 million
# of Advisors: 6
# of Clients: 884
Client to Advisor Ratio: 147:1
Average Account Size: $137,380
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Decker Retirement Planning Inc. Overview

Decker Retirement Planning Inc. is a fee-only registered investment advisory firm that provides investment advice only. The firm is headquartered in Lehi, Utah and has been in business since 2021. With a focus on retirement planning, Decker Retirement Planning offers a range of services including financial planning, portfolio management for individuals and small businesses, and selection of other advisors for their clients. As a fee-only firm, Decker Retirement Planning is able to provide truly objective advice to their clients without the pressure to sell certain investment products. Clients can trust that the firm's recommendations are based solely on their best interests. In addition to their advisory services, Decker Retirement Planning also publishes periodicals and newsletters to educate their clients on investment strategies and retirement planning. The firm is committed to helping their clients achieve their retirement goals and providing ongoing support throughout their retirement years.

billing flat fee for specific services Decker Retirement Planning Inc. is a respected financial advisory firm that caters to a wide range of clients. The firm serves individuals who are looking to start planning for their retirement, as well as high net worth individuals who require specialized attention and services to achieve their financial goals. Regardless of the client's net worth or investment portfolio, Decker Retirement Planning Inc. provides tailored financial planning strategies and solutions that suit their individual needs. When it comes to fee structures, Decker Retirement Planning Inc. offers several options depending on the service provided. For clients who are looking for long-term investment management, the firm employs a percentage of assets under management (AUM) fee structure. This means that clients will pay a percentage of their invested assets annually in exchange for ongoing investment management and financial planning advice. Alternatively, Decker Retirement Planning Inc. also offers hourly billing for specific consulting services. Lastly, the firm also provides flat fees for certain services, such as creating a comprehensive retirement plan. With these flexible fee structures, the firm ensures that clients are able to access the right guidance without worrying about being locked into a rigid payment model.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of Decker Retirement Planning Inc. mentions the investment minimum in their note titled "Minimum Account Size." According to the note, the firm requires a minimum account size of $500,000 for investment management services. This means that clients who wish to avail of their investment management services must have at least $500,000 invested with the firm. It is important to note that the investment minimum mentioned applies only to their investment management services and not to other products or services offered by the firm.

How This Office Can Help San Francisco, CA Residents

Decker Retirement Planning, Inc. is a registered investment advisory firm that helps clients in San Francisco, CA to manage their retirement finances. They provide personalized retirement planning services that assist clients in achieving their financial goals. For instance, the firm helps clients in creating suitable investment strategies that can ensure a comfortable retirement lifestyle. They also offer comprehensive financial planning services that cover areas such as investment management, tax planning, legacy planning, and risk management. San Francisco is a vibrant city with diverse residents and unique financial challenges. Some of the financial situations that San Francisco residents may be facing include rising living expenses due to the high cost of living, dwindling retirement savings, and the need for better management of financial assets. Decker Retirement Planning, Inc. offers tailored financial planning services that address specific needs for the unique situations of each client. Their professional team can assist San Francisco residents to manage their finances effectively and make informed decisions regarding their retirement goals.

To view the Minimum Investment and Fee Schedule for Decker Retirement Planning Inc., visit their Part 2 Brochure.

Services Offered by Decker Retirement Planning Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Decker Retirement Planning Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 50 California St #1500, San Francisco, CA 94111, USA
Phone (415) 523-7400
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 2889 W ASHTON BLVD., SUITE 125, LEHI, UT 84043, United States

This firm has no other locations.

State Registrations

Decker Retirement Planning Inc. is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Florida
  • Idaho
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New York
  • Texas
  • Utah
  • Washington

Disciplinary History

Decker Retirement Planning Inc. does not have any disclosures. Please visit it's Form ADV for more details.