Decker Retirement Planning Inc.

Decker Retirement Planning Inc. is a fee-based financial planning and investment management firm founded in May 2016 by Brian Decker. The firm offers personalized retirement planning, financial planning, and investment management services to various clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Decker Retirement Planning requires a minimum account size of $300,000. The firm utilizes quantitative, computer-driven investment models that consider technical and fundamental analysis. Investment strategies are tailored to individual client objectives and risk tolerance. Clients grant discretionary authority to Decker Retirement Planning for managing their accounts, with the firm not acting as a custodian of client assets. The firm does not engage in wrap fee programs and had approximately $285,093,119 in assets under management as of December 31, 2024. Decker Retirement Planning charges asset management fees ranging from 0.20% to 1.4% annually, based on the assets under management. The firm does not participate in performance-based fees and does not vote proxies on client securities. Decker Retirement Planning has a privacy policy in place to protect clients' personal and financial information and has a succession plan in case of Brian Decker's absence. For more information, visit www.deckerretirementplanning.com.