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DECKER RETIREMENT PLANNING INC.

LEHI, UT · CRD 284281 · IAPD ↗ · 855-425-4566

$359.9MRegulatory AUM
7Advisory reps
23Employees
80Clients
More than 500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — DECKER RETIREMENT PLANNING INC. reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2026 — DECKER RETIREMENT PLANNING INC. reported RAUM up 26% ($285.1M -> $359.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — DECKER RETIREMENT PLANNING INC. reported RAUM up 33% ($213.6M -> $285.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — DECKER RETIREMENT PLANNING INC. reported RAUM up 82% ($117.5M -> $213.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.