Kathleen Barrett is a registered investment advisor at Meredith Dekker Financial Services, LLC, based in Chandler, AZ, with 2 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, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: The annual fee ranges from $1,500 and up, charged upon completion, and may be paid annually or quarterly.
- Financial Plan: The fixed fee is negotiated between $500 and $10,000.
- Hourly Consulting: The hourly fee is negotiated between $250 and $350.
Location
2705 S. Alma School Rd., Suite 2, Chandler, AZ, 85286
Get directionsHistory
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 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
Silver Oak Securities, 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.