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 provides financial planning services including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Client investment strategies are tailored based on their Investment Policy Statement. They do not manage assets.
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 Road, Suite 2, Chandler, AZ, 85286