Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Meredith Dekker Financial Services, LLC offers financial planning services including investment, insurance, tax, retirement, college, and debt/credit planning. They do not manage assets. Client investment strategies are tailored based on their Investment Policy Statement. They also provide educational seminars and workshops free of charge.
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.
2705 S Alma School Road, Suite 2, Chandler, AZ, 85286