Meredith Dekker Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Meredith Dekker Financial Services, LLC provides financial planning and related advisory services to individuals, including high‑net‑worth clients, with offerings that include comprehensive financial plans, divorce planning, tax preparation/accounting, and periodic educational seminars. The firm’s brochure discloses that it reported no assets under management, does not take custody of client accounts, and does not trade client securities.
MDFSL delivers work primarily through one‑time planning engagements and limited‑scope divorce planning projects and is compensated via fixed and hourly arrangements rather than by a percentage of client assets; the firm also states it does not accept performance‑based fees. Clients receive delivered plans and must request ongoing work or updates separately, and MDFSL does not exercise investment discretion over client accounts.
The firm’s combination of services is notable for an investment-manager profile: principals provide tax preparation and accounting as enrolled agents and hold insurance licenses, activities the brochure identifies as potential conflicts when commissionable products are involved. MDFSL also emphasizes certified divorce financial analyst credentials and offers court‑related divorce consulting (including use of specialized third‑party tracing software and rush engagement options), a service mix that differs from many peers focused primarily on pooled or institutional asset management.
Client services
Expertise
Fee options
Fixed fees between $500 and $10,000 for financial planning; Divorce planning may be billed at flat fees; Court-related services may be charged at a flat fee of $500 per hour.
$100 per hour (administrative personnel), $350 per hour (advisory personnel)
Fee-only: Fixed fees ranging from $500 to $10,000 for financial plans; Hourly fees $100/hour for administrative personnel and $350/hour for advisory personnel; Comprehensive financial planning fees range from $1,500 and up annually.
Main office
2705 S Alma School Road, Suite 2
Chandler AZ 85286
Advisors at this office
2
Most active in
Arizona · California
Also doing business as
Dekker Financial Services · Meredith Dekker Financial Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Adam D
CFP®, Series 65
Chandler, AZ
Meredith Dekker Financial Services, LLC
Adam Dekker is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is associated with Meredith Dekker Financial Services, LLC and has worked at Silver Oak Securities, LLC and Sutterfield Financial Group. Dekker is also a licensed insurance agent and provides tax preparation, accounting, and divorce-related financial consulting services, including Certified Divorce Financial Analyst (CDFA) support. Meredith Dekker Financial Services, LLC offers financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis, modern portfolio theory, and quantitative and technical methods but does not custody or trade client accounts, typically concluding engagements after delivering financial plans unless further work is requested.
Kathleen B
Series 65
Chandler, AZ
Meredith Dekker Financial Services, LLC
Kathleen Barrett is a Series 65 licensed advisor with Meredith Dekker Financial Services, LLC, where she has worked since 2023. She has over two years of industry experience and also operates Barrett Bookkeeping and Tax LLC, providing bookkeeping and sales tax services. Barrett has held roles at Silver Oak Securities, Inc. and Meredith Dekker Financial Services in various capacities since 2018. Meredith Dekker Financial Services, LLC offers financial planning and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs fundamental analysis, modern portfolio theory, and quantitative and technical methods in its planning, and integrates insurance, tax preparation, and accounting services into its offerings.
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