Brennan Decima

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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.

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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

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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:

Decima Wealth Consulting