Meredith Dekker Financial Services, LLC provides financial planning, tax preparation, accounting, and divorce planning services to individuals and high-net-worth individuals. The firm focuses on guidance and consulting rather than managing investment portfolios. Services cover retirement planning, life insurance, tax concerns, college planning, debt management, and divorce financial analysis. Clients receive personalized financial plans based on their unique situations and goals. Meredith Dekker Financial Services, LLC does not manage client money, hold custody of funds, or make trades on behalf of clients. In addition to financial planning, the firm's team members offer tax preparation, accounting services, and certified divorce financial analysis. The firm does not require a minimum investment or minimum account size for its services.
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