Meredith Dekker Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
2
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
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
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 location
Meredith Dekker Financial Services, LLC
2705 S Alma School Road, Suite 2
Chandler AZ 85286, United States
Number of offices
1
Most active in
Arizona · California
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
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