KB
KB

Kathleen Barrett

3 Years of Experience
Chandler, AZ

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.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

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.

  • Financial plan creation — $500 to $10,000 depending on negotiated fixed rates
  • Comprehensive financial plan — Starting at $1,500 and up per year
  • Hourly consulting (advisory personnel) — $350 per hour
  • Hourly consulting (administrative personnel) — $100 per hour
  • Divorce planning and financial analysis — Billed on an hourly or flat-fee basis, with advisory personnel at $350 per hour and administrative personnel at $100 per hour
  • Court-related divorce services — Flat fee of $500 per hour unless agreed otherwise in writing
  • Rush divorce services — Subject to an additional premium fee for requests with less than two weeks' notice
Annual Retainer:From $1,500/year
One-Time Plan:$500 - $10,000
Hourly Rate:$100 - $350/hr
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Location

2705 S. Alma School Rd., Suite 2, Chandler, AZ, 85286

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

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.

Employment History
Current Registrations
Meredith Dekker Financial Services, LLC
December 2023 - Present · 2 yrs 10 mos
Silver Oak Securities, INC.
May 2023 - Present · 3 yrs 5 mos
State Registrations2 states
AZCA
Advisor

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
No exam information available for this advisor.
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