Meredith Dekker Financial Services, LLC

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

About This Firm

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.

Fee Structure

Financial Plan Fee:$500 - $10,000
Hourly Rate:$250 - $350/hr

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
Retirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning
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Location

2705 S Alma School Road, Suite 2, Chandler, AZ, 85286

2 Advisors at this firm

Meredith Dekker Financial Services, Llc | AdvisorDiscover