BrennanDecima- Financial Advisor Saint Petersburg, FL

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About Brennan Decima

At Decima Wealth Consulting, we specialize in helping retirees and those preparing for retirement make smarter decisions about how and when to draw from their retirement accounts. Retirement shouldn't feel confusing or stressful. That's why we focus on simplifying complex financial topics like Roth conversions, tax-efficient drawdown strategies, and managing portfolio volatility. Our mission is to help you keep more of what you've earned through personalized planning built around your values. We deliver clear, integrated advice based on three core pillars: Understanding your specific needs Providing coordinated retirement tax and investment strategies Making your financial life simpler and more confident

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General Information

Firm Start Year

2025

No. of Employees

automated call

CRD#

5618663

Firm CRD#

131167

Name of Custodial Firm

Fidelity/Charles Schwab

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

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

Paladin Advisors

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Paladin Research Report For:

Brennan Decima

Decima Wealth Consulting