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Paladin Research Report For:

Brennan Decima

Decima Wealth Consulting

2020 Oak Street Ne
Saint Petersburg, FL 33704
727-729-2262

About Brennan Decima

As founder of Decima Wealth Consulting, Brennan brings over 15 years of expertise in building relationships and guiding families to grow and safeguard their wealth. Since 2008, he has served as a trusted advisor to numerous C-Suite executives, high-net-worth individuals, and accomplished families. Brennan's extensive experience and meticulous approach enable him to help clients achieve their financial goals.

Brennan has been trusted and recommended by companies such as L3Harris, Johnson & Johnson, Pfizer, Conmed, and Echostar to advise their executives on tax-efficient strategies for wealth accumulation and distribution, executive compensation, and investment planning. Over his 16 years with Fidelity Investments, he supported over 1,000 high-net-worth clients successfully prepare for retirement while overseeing $3 billion in client assets.

As a recognized thought leader, Brennan has been featured in numerous Fidelity seminars, webinars, and podcasts, covering topics like income planning, tax-efficient investing, market trends, and the impact of elections on investments.

Based in sunny Saint Petersburg, Florida, Brennan enjoys traveling and exploring national parks with his wife Erin and their children, Cohen and Winter. An avid mountaineer, he has climbed and trekked across the globe. Whether navigating a mountain or managing finances, Brennan believes the journey matters as much as the destination.

See Disclosures

General Information

Firm Start Year
  • 2025
No. of Employees
  • 2-4
automated call
  • Yes
CRD#
  • 5618663
Firm CRD#
  • 131167
Name of Custodial Firm
  • Fidelity/Charles Schwab

Firm Information

Firm's Number of Clients
  • 21
Firm's Number of Planning Clients
  • 8
Firm's Number of Managed Clients
  • 13
Assets Managed by Firm
  • $21,000,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893037/paladinregistry-Decima-Wealth-Consulting-detailed-disclosure.html