Conklin Shure Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
54
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
54
Average account size
$0
About
Conklin Shure Financial LLC is a state‑registered, fee‑only financial planning firm that provides comprehensive and limited‑scope (hourly) planning to individuals and high‑net‑worth individuals. Its planning services cover areas such as retirement, estate, tax planning, college savings, insurance review, cash‑flow and business planning, and investment analysis, delivered as an upfront comprehensive plan with ongoing monitoring or on an hourly basis.
The firm does not offer investment management, does not exercise trading discretion, and reports no discretionary or non‑discretionary assets under management; when it performs investment analysis it applies Modern Portfolio Theory and passive investment principles and leaves implementation to the client. CSF typically recommends custodians and may recommend specific securities or funds as part of planning, but it does not accept custody or execute client trades on their behalf.
The brochure discloses that CSF engages an unaffiliated third‑party promoter for client referrals and states it complies with the applicable disclosure rules for paid referrals; the firm also uses endorsements and testimonials in its advertising, a practice that is uncommon among similar solo independent advisers. It likewise bills on flat monthly fees or hourly rates rather than a percentage‑of‑AUM fee, and the founder’s background in fintech product roles plus a separate seasonal tax‑preparation business and consulting activity are notable characteristics for a one‑advisor firm.
Client services
Financial planning
Fee options
Upfront flat fee for Comprehensive Financial Planning ranging from $2,200 to $3,200.
$325 per hour for Limited Scope Financial Planning services.
Fee-only: Ongoing Comprehensive Financial Planning: Upfront fee $2,200 - $3,200 plus ongoing monthly flat fee $220 - $320 (based on complexity and client needs, negotiable). Financial Planning Hourly Fee: $325 per hour (negotiable).
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Conklin Shure Financial
Glen Ridge NJ, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
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Instagram
YouTube
Website
609-558-7956
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