Decker Wealth Management, LLC logo

Decker Wealth Management, LLC

Updated today

Client assets under management

$557,855,812

Clients

320

43% high-net worth

Advisors

7

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

46

Low

Average account size

$1,743,299

About

Decker Wealth Management serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management on both discretionary and non-discretionary bases. The firm primarily implements portfolios using exchange-traded funds and individual equity and fixed-income securities and charges fees based on assets under management.

The firm’s investment process combines fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection tailored to each client’s risk tolerance and time horizon. DWM also uses derivatives—most notably options strategies, including long and short positions for hedging or speculative purposes—and provides management guidance for assets held in variable annuity products and employer-sponsored retirement plans.

Compared with many peers, DWM’s active use of options and other derivatives in client accounts is a relatively uncommon practice among team firms of its size. The firm operates with a mid-sized advisory team overseeing over $500 million in client assets and maintains custodial and operational relationships (including Schwab-provided trading, reporting, and software support) that enable aggregated trading and electronic account services.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management ESG / Sustainable investing

Fee options

Fixed

Fixed fees for financial planning and consulting services generally range from $1,000 to $10,000, negotiable.

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%

Project-based

Hourly fees may apply for financial planning and consulting services.

Other

Minimum fee: Minimum quarterly fee of $1,250 Fee-only: Fixed fees for financial planning generally range from $1,000 to $10,000; hourly fees may also apply.

Main office location

Decker Wealth Management, LLC

4535 Harding Pike, Suite 201

Nashville TN 37205, United States

Number of offices

1

Most active in

Alabama · Arizona · Arkansas · California · Florida · Kentucky · Mississippi · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Thomas B

Series 65

Nashville, TN

Decker Wealth Management, LLC

Thomas Boyd is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, holding a Series 65 designation with 11 years of industry experience. He has been with Decker Wealth Management since 2014. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, utilizing exchange-traded funds, individual securities, and options strategies within a disciplined investment process.

Active portfolio management ESG / Sustainable investing
user avatar

Trent G

Series 63, Series 65

Nashville, TN

Decker Wealth Management, LLC

Trent Green is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 65 licenses with 19 years of industry experience. He worked at Robinson Investment Group for 16 years before joining Decker Wealth Management in 2021. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, offering financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation, tax-aware security selection, and a mix of fundamental, technical, and cyclical analysis in its investment approach.

Active portfolio management ESG / Sustainable investing
user avatar

William D

Series 65

Nashville, TN

Decker Wealth Management, LLC

William Decker is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with nine years of industry experience. He holds a Series 65 designation and has been with Decker Wealth Management since 2016, following a one-year role at Clarcorr, Inc. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using a combination of fundamental, technical, and cyclical analysis, and employs options and other derivatives in separately managed accounts.

Active portfolio management ESG / Sustainable investing
user avatar

Elizabeth N

Series 63, Series 65, Series 66

Nashville, TN

Decker Wealth Management, LLC

Elizabeth Newman is a financial advisor with Decker Wealth Management, LLC in Nashville, TN, holding Series 63, 65, and 66 licenses and five years of industry experience. She has been with Decker Wealth Management since 2020 and previously was a homemaker for 15 years. Outside of advising, she serves as secretary of a FedEx contracting corporation, performing limited duties. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation, tax-aware security selection, and a combination of fundamental, technical, and cyclical analysis.

Active portfolio management ESG / Sustainable investing
user avatar

William D

Series 63, Series 65

Nashville, TN

Decker Wealth Management, LLC

William Decker is a financial advisor with Decker Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Decker Wealth Management since 2009, working within a team of six advisors. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, providing financial planning, consulting, and investment management. The firm focuses on asset allocation and tax-aware security selection using exchange-traded funds, individual securities, and options strategies, with ongoing portfolio monitoring and regular client reviews.

Active portfolio management ESG / Sustainable investing
user avatar

Valerie W

Series 63, Series 65

Nashville, TN

Decker Wealth Management, LLC

Valerie Wilson is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with 22 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Decker Wealth Management since 2009. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses by providing financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using asset allocation and tax-aware security selection, with an investment approach that includes fundamental, technical, and cyclical analysis.

Active portfolio management ESG / Sustainable investing
user avatar

Richard B

Series 65

Nashville, TN

Decker Wealth Management, LLC

Richard Bright is a financial advisor at Decker Wealth Management, LLC in Nashville, TN, with six years of industry experience. He holds a Series 65 credential and has worked at Decker Wealth Management since 2019. Prior to that, he held positions at Parking Management Co., Caterpillar Financial Services Corp, and the Tuscaloosa Tax Collector's Office. Decker Wealth Management serves individual clients, trusts, estates, charitable organizations, and small businesses, offering financial planning, consulting, and investment management. The firm emphasizes tailored portfolios based on risk tolerance and time horizon, using exchange-traded funds, individual securities, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Active portfolio management ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")