Meredith Dekker Financial Services offers financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Financial plans cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. The firm does not manage investments or participate in wrap fee programs. Client investment strategies are tailored to their individual Investment Policy Statement.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive Financial Plan: The annual fee ranges from $1,500 and up, charged upon completion, and may be paid annually or quarterly.
- Financial Plan: The fixed fee is negotiated between $500 and $10,000.
- Hourly Consulting: The hourly fee is negotiated between $250 and $350.
Annual Retainer:From $1,500/year
One-Time Plan:$500 - $10,000
Hourly Rate:$250 - $350/hr
Loading...