Cameron
Archibald

Decker Retirement Planning Inc

CRD#7557437
Investment Advisor
in Lehi, UT

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About this Advisor

Cameron Archibald is a financial advisor based out of Lehi, Utah with 1 year of relevant experience. Archibald works at Decker Retirement Planning Inc. Their career trajectory has included roles at Decker Retirement Planning, Leap Innovations, Idaho Traffic Safety and Utah Valley University. Archibald holds a Series 65 license, designating them as an investment advisor representative, and can operate in Utah. Decker Retirement Planning Inc is an advisory business operating out of Lehi, UT. The company has offices in seven locations and a total of 19 financial advisors. It oversees $118 million in total assets between its 1,105 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 1,105 accounts, just 2% are held by high-net-worth investors who have greater than $1 million in assets. The company performs a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types billed by Decker Retirement Planning Inc can include 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

Cameron Archibald Work History

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

2017 - Present (7 years)

Decker Retirement Planning

2016 - 2017 (1 year)

Leap Innovations

2015 - 2016 (1 year)

Utah Valley University

2012 - 2015 (3 years)

Idaho Traffic Safety

*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 Cameron Archibald 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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