Conklin Shure Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
75
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
75
Very HighAverage account size
$0
About
Conklin Shure Financial is a state‑registered, fee‑only financial planning firm that offers ongoing comprehensive and limited‑scope hourly financial planning to individuals and high‑net‑worth clients. The firm does not provide investment management, does not accept custody of client assets, and reports no assets under management.
When performing investment analysis as part of planning, the firm relies on Modern Portfolio Theory and passive investment principles, typically recommending low‑cost index mutual funds and exchange‑traded funds for asset allocation. The firm does not exercise discretionary trading authority or execute client trades, so clients implement recommended investments through custodians they select.
The brochure discloses the firm’s use of endorsements and testimonials in advertising and that it engages an unaffiliated third‑party promoter who is paid a portion of fees for client referrals, a marketing and referral arrangement that is uncommon among solo independent advisors. The founder’s background includes fintech product roles and ongoing tax preparation and fintech consulting activities, which the brochure identifies as separate business activities conducted alongside the planning practice.
Client services
Financial planning
Expertise
Business sale tax planning
Debt management
College savings (529s, UTMA, etc.)
Fee options
Upfront fee of $2,200 - $3,200 for Comprehensive Financial Planning development and delivery.
$325 per hour for Limited Scope Financial Planning (negotiable).
Ongoing monthly flat fee of $220 - $320 paid monthly in arrears for Comprehensive Financial Planning (negotiable).
Fee-only: Ongoing Comprehensive Financial Planning: upfront fee $2,200 - $3,200 plus ongoing monthly fee $220 - $320 (negotiable). Hourly Financial Planning: $325 per hour (negotiable).
Main office location
Conklin Shure Financial
Glen Ridge NJ, United States
Number of offices
1
Most active in
Conklin Shure Financial has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · New Jersey · New York · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
609-558-7956
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