Findec Wealth Services, Inc.
SEC RegisteredProviding Financial Wellness IS WHAT WE DO
About the firm
FinDec provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. The firm works with individuals and business owners across every step of their financial journey. FinDec was started by a family and builds on that legacy each and every day.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
FinDec offers wealth services including workplace retirement plans and comprehensive wealth management; insurance services including life, health and disability, and health savings accounts; benefit services including plan design consulting, third party administration, and recordkeeping; and partnership services providing back office support for financial advisors.
Who they serve
Individuals, business owners, and financial advisors/partners seeking back office support.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 306 | $55M |
| High Net Worth Individuals | 38 | $65M |
| Charitable Organizations | 238 | $490M |
| State/Municipal Entities | 2 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.00% |
| Next $500,001 - $1,000,000 | 0.80% |
| Next $1,000,001 - $2,000,000 | 0.60% |
| Next $2,000,001 - $5,000,000 | 0.40% |
| Balance Over $5,000,000 | 0.20% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Findec Wealth Services, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched