Kathleen Barrett is a registered investment advisor at Meredith Dekker Financial Services, LLC, based in Chandler, AZ, with 3 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Meredith Dekker Financial Services, LLC charges an annual comprehensive financial planning fee starting at $1,500 and up, depending on the complexity of your situation. Fees are billed in arrears upon completion and can be paid annually or quarterly.
2705 S. Alma School Rd., Suite 2, Chandler, AZ, 85286
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Learn about disclosures →Kathleen provides bookkeeping and sales tax services through Barrett Bookkeeping and Tax LLC, including services for Meredith Dekker Financial Services clients. She is also an Investment Adviser Representative for both Silver Oak Securities and Meredith Dekker Financial Services, LLC.
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.