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
Series 65
Industry experience
2 years
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.
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
Meredith Dekker Financial Services, LLC
2023 - Present (3 years)
Silver Oak Securities, Inc.
2021 - Present (5 years)
Meredith Dekker Financial Services
2021 - Present (5 years)
Barrett Bookkeeping & Tax LLC
2020 - Present (6 years)
Intuit
2020 - 2020 (1 year)
Sanjay Jawa CPA PC
2019 - 2020 (1 year)
Meredith Dekker Financial Services
2018 - 2019 (1 year)
Edupoint Educational Systems
2015 - 2018 (3 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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