Decker Wealth Management, LLC logo

Decker Wealth Management, LLC

Updated today

Client AUM

$557,855,812

Clients

320

Advisors

7

of 7 employees

About

Decker Wealth Management serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management on both discretionary and non-discretionary bases. The firm primarily implements portfolios using exchange-traded funds and individual equity and fixed-income securities and charges fees based on assets under management.

The firm’s investment process combines fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection tailored to each client’s risk tolerance and time horizon. DWM also uses derivatives—most notably options strategies, including long and short positions for hedging or speculative purposes—and provides management guidance for assets held in variable annuity products and employer-sponsored retirement plans.

Compared with many peers, DWM’s active use of options and other derivatives in client accounts is a relatively uncommon practice among team firms of its size. The firm operates with a mid-sized advisory team overseeing over $500 million in client assets and maintains custodial and operational relationships (including Schwab-provided trading, reporting, and software support) that enable aggregated trading and electronic account services.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management ESG / Sustainable investing

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed fees for financial planning and consulting services generally range from $1,000 to $10,000, negotiable.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%

Project-based

Hourly fees may apply for financial planning and consulting services.

Other

Minimum fee: Minimum quarterly fee of $1,250 Fee-only: Fixed fees for financial planning generally range from $1,000 to $10,000; hourly fees may also apply.

Main office

4535 Harding Pike, Suite 201

Nashville TN 37205

Advisors at this office

7

Most active in

Alabama · Arizona · Arkansas · California · Florida · Kentucky · Mississippi · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas B

Series 65

Nashville, TN

Decker Wealth Management, LLC

Thomas Boyd is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 12 years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2014. Decker Wealth Management serves individuals—including high-net-worth clients—trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management primarily through exchange-traded funds and individual securities. The firm combines fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection, and actively uses options and other derivatives in client accounts.

Active portfolio management ESG / Sustainable investing
user avatar

Trent G

Series 63, Series 65

Nashville, TN

Decker Wealth Management, LLC

Trent Green is a financial advisor at Decker Wealth Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Robinson Investment Group for 16 years before joining Decker Wealth Management in 2021. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses by offering comprehensive financial planning, consulting, and investment management. The firm employs a combination of fundamental, technical, and cyclical analysis with an emphasis on asset allocation and tax-aware security selection, and it is notable for its active use of options and other derivatives within client accounts.

Active portfolio management ESG / Sustainable investing
user avatar

William D

Series 65

Nashville, TN

Decker Wealth Management, LLC

William Decker is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with nine years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2016, following a one-year role at Clarcorr, Inc. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using a combination of fundamental, technical, and cyclical analysis, and employs options and other derivatives in separately managed accounts.

Active portfolio management ESG / Sustainable investing
user avatar

Elizabeth N

Series 63, Series 65, Series 66

Nashville, TN

Decker Wealth Management, LLC

Elizabeth Newman is a financial advisor at Decker Wealth Management, LLC with six years of industry experience. She holds the Series 63, 65, and 66 designations and has worked at Decker Wealth Management since 2020. Prior to this, she spent 15 years as a homemaker and worked briefly at Banc of America Investment Services, Inc. Newman is also a secretary for Carojack Inc., a FedEx contractor. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm employs a combination of fundamental, technical, and cyclical analysis with an active use of options and derivatives tailored to client risk profiles.

Active portfolio management ESG / Sustainable investing
user avatar

William D

Series 63, Series 65

Nashville, TN

Decker Wealth Management, LLC

William Decker is a financial advisor with Decker Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Decker Wealth Management since 2009, working within a team of six advisors. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management. The firm focuses on asset allocation and tax-aware security selection using exchange-traded funds, individual securities, and options strategies, with ongoing portfolio monitoring and regular client reviews.

Active portfolio management ESG / Sustainable investing
user avatar

Valerie W

Series 63, Series 65

Nashville, TN

Decker Wealth Management, LLC

Valerie Wilson is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Decker Wealth Management since 2009. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation and tax-aware security selection, with an investment approach that includes fundamental, technical, and cyclical analysis.

Active portfolio management ESG / Sustainable investing
user avatar

Richard B

Series 65

Nashville, TN

Decker Wealth Management, LLC

Richard Bright is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 designation and has worked at Decker Wealth Management since 2019. Prior to that, he held roles at Parking Management Co., Caterpillar Financial Services Corp, the Tuscaloosa Tax Collector's Office, and the University of Alabama. Decker Wealth Management serves individuals, trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management. The firm combines fundamental, technical, and cyclical analysis with tax-aware asset allocation and uses options and other derivatives in client portfolios.

Active portfolio management ESG / Sustainable investing
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)