Lehi, UT W Ashton Blvd. Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Decker Retirement Planning Inc.
Team
Firm-wide stats for Decker Retirement Planning Inc.
About
Decker Retirement Planning provides personalized retirement planning, financial planning, and discretionary investment management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates on a fee‑based model, offers written financial plans and ongoing portfolio management, and notes that some management and employees are licensed insurance agents who may recommend commissionable insurance products.
The firm implements investment programs using quantitative, computer‑driven models and a mix of ETFs, mutual funds and individual securities across blended tactical, blended strategic, fixed‑income, service, and sub‑advised portfolios, and it may delegate day‑to‑day management to third‑party managers or use third‑party strategists (including AE Wealth Management for certain models). Decker also discloses use of alternative strategies such as cryptocurrency ETFs, structured notes, direct indexing and covered‑call overlays, and states that in certain accounts (e.g., IRAs) it may not fully implement short or negative signals and will often move allocations to cash.
Noteworthy features in the brochure include a multi‑office operating structure (six offices) and the periodic client newsletters the firm distributes by email, both of which the firm notes are less common among similar team firms. The brochure also discloses several potential conflicts — such as a referral/fee‑offset arrangement tied to Market Gauge Pro trading signals and commissionable insurance sales by licensed employees — and describes that the firm pays third‑party strategist fees and conducts ongoing due diligence as mitigation.
Based on Decker Retirement Planning Inc.
Expertise
Based on Decker Retirement Planning Inc.
Location
2889 W Ashton Blvd., Suite 125
Lehi UT 84043
Advisors at this office
3
Advisors at this office
Cameron A
Series 65
Lehi, UT
Decker Retirement Planning Inc.
Cameron Archibald is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. He has worked at Decker Retirement Planning since 2017 and previously spent one year at Leap Innovations. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs quantitative, computer-driven investment models across various portfolio strategies and may utilize third-party managers and alternative investment approaches.
Mitchell M
Series 66
Lehi, UT
Decker Retirement Planning Inc.
Mitchell Marriott is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding the Series 66 designation with 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Alpha Wealth Management and Planning LLC, LPL Financial, U.S. Bancorp Advisors, U.S. Bancorp Investments, Cetera, and UBS Financial Services. Decker Retirement Planning provides personalized retirement and financial planning along with discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm utilizes quantitative, computer-driven models and a variety of investment vehicles, including ETFs, mutual funds, and individual securities, often employing third-party managers and alternative strategies such as cryptocurrency ETFs and covered-call overlays.
Scott B
Series 65
Lehi, UT
Decker Retirement Planning Inc.
Scott Boyce is a financial advisor with Decker Retirement Planning Inc. in Lehi, Utah. He holds the Series 65 designation and has eight years of industry experience, all with Decker Retirement Planning. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management to a diverse client base including individuals, pension plans, trusts, estates, and business entities. The firm employs quantitative, computer-driven investment models and a variety of investment vehicles across multiple portfolio strategies, and operates a multi-office team structure.
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