Advisor at Meredith Dekker Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Meredith Dekker Financial Services, LLC
Location
Chandler, AZ 85286
Credentials
CFP®, Series 65
Industry experience
11 years
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.
Based on Meredith Dekker Financial Services, LLC
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.
2705 S Alma School Road, Suite 2
Chandler, AZ 85286
Arizona · California
Silver Oak Securities, LLC
2021 - Present (5 years)
Meredith Dekker Financial Services, LLC
2020 - Present (6 years)
Meredith Dekker Financial Services, LLC
2013 - Present (13 years)
Sutterfield Financial Group
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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