The annual comprehensive financial planning fee ranges from $1,500 and up, charged in arrears upon completion. Fees may be divided for annual or quarterly payments.
Fixed fees for creating financial plans range from $500 to $10,000. Hourly fees range from $250 to $350.
2705 S. Alma School Rd., Suite 2, Chandler, AZ, 85286
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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 →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.