Meredith Dekker Financial Services, LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

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

Financial planning

Expertise

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Fee options

Fixed

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.

Project-based

$100 per hour (administrative personnel), $350 per hour (advisory personnel)

Other

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 location

Meredith Dekker Financial Services, LLC

2705 S Alma School Road, Suite 2

Chandler AZ 85286, United States

Number of offices

Most active in

Arizona · California

Disclosures

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:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn YouTube Website (480) 897-1067

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.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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.

Divorce financial planning Cash flow / budgeting College savings (529s, UTMA, etc.)

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