Arrin
Wray

Decker Retirement Planning Inc

CRD#7612497
Investment Advisor
in Lehi, UT

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About this Advisor

Arrin Wray is a financial advisor working out of Lehi, Utah who has 1 year of relevant experience. Wray is an employee of Decker Retirement Planning Inc. The advisor has gained experience at Alterra, Autopal Loan Servicing Software, Teksystems and Decker Retirement Planning, Inc. Wray holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Idaho, Montana, Nevada, Texas, Utah and Washington. Decker Retirement Planning Inc is a financial advisory business that has its headquarters in Lehi, UT. The company has offices in seven locations and a total of 19 advisors. It has $118 million in assets across its 1,105 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,105 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. The business provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Fees for financial advice typically vary depending on which services the firm provides the client. However, fees charged by Decker Retirement Planning Inc most likely consist of some combination of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2889 W Ashton Blvd. Suite 125
Lehi, UT 84043

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Decker Retirement Planning Inc Brokerage Details

Total Assets Under Management

$117,529,611

UT Average: $693,624,108
Total Number of Employees

19

UT Average: 12
Total Number of Accounts

1,105

UT Average: 1,115
Average Account Size

$106,362

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Arrin Wray Work History

Arrin has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Decker Retirement Planning, Inc

2014 - 2017 (3 years)

Teksystems

2013 - 2013 (< 1 year)

Alterra

2013 - 2014 (1 year)

Autopal Loan Servicing Software

*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 Arrin Wray 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

Bradley Geddes
Salt Lake City, UT
Arrin Wray
Lehi, UT
Neil Fenning
Renton, WA
Kelsey Curtis
Bellevue, WA
Scott Boyce
Lehi, UT
Joshua Hunsaker
Lehi, UT
Clayton Bradshaw
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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