Adam Dekker
Adam Dekker is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Chandler, AZ, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
2705 S. Alma School Road, Suite 2, Chandler, AZ, 85286
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an independent licensed insurance agent selling insurance through Meredith Dekker Financial Services LLC since 2013, dedicating a few hours per week. He is also an IAR/Chief Compliance Officer and provides tax preparation, accounting services, and divorce-related consulting through Meredith Dekker Financial Services, LLC, spending a few hours per week on these activities.
Employment History
Current Registrations
Silver Oak Securities, INC.
Meredith Dekker Financial Services, LLC
Previous Registrations
Sutterfield Financial Group, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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