Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
This firm charges fees for financial planning services. Fixed fees range from $500 to $10,000. Hourly fees range from $250 to $350. Comprehensive financial planning fees range from $1,500 and up annually, and may be paid annually or quarterly. These fees are paid in arrears upon completion.
Areas of Practice
Advisor Information
Office location
2705 S. Alma School Rd., Suite 2, Chandler, AZ, 85286
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kathleen provides bookkeeping and sales tax services through Barrett Bookkeeping and Tax LLC, including services for Meredith Dekker Financial Services clients. She is also an Investment Adviser Representative for both Silver Oak Securities and Meredith Dekker Financial Services, LLC.