Neil
Fenning
Decker Retirement Planning Inc
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About this Advisor
Neil Fenning is a financial advisor operating in Renton, Washington who has 2 years of industry experience. Fenning is on the advisory team at Decker Retirement Planning Inc. Their career trajectory has included roles at San Jose State University, Charles Schwab & Co., Inc, Charles Schwab Bank, Cleary Consultants, City Park San Francisco Parking Inc and Ameriprise Financial Services, Oinc. Fenning has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Alaska, California, Idaho, Montana, Nebraska, Nevada, New York, Texas, Utah and Washington. Decker Retirement Planning Inc is a registered investment firm headquartered in Lehi, UT. It has offices in seven locations and a total of 19 financial advisors. It oversees $118 million in assets under management between its 1,105 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,105 customer accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Decker Retirement Planning Inc performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Financial advisory fees usually vary depending on which services the firm provides the client. However, fee types charged by Decker Retirement Planning Inc likely include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Decker Retirement Planning Inc Brokerage Details
$117,529,611
19
1,105
$106,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Neil Fenning Work History
Neil has been registered as a financial advisor for 2 years.*
Ameriprise Financial Services, Oinc
Charles Schwab & Co., Inc
Charles Schwab Bank
Cleary Consultants
City Park San Francisco Parking Inc
San Jose State University
San Jose State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Neil Fenning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Decker Retirement Planning Inc
Salt Lake City, UT
Lehi, UT
Lehi, UT
Renton, WA
Bellevue, WA
Lehi, UT
Lehi, UT
Salt Lake City, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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