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Blankenship Financial Planning, Ltd.

Updated today

Client AUM

$18,351,603

Clients

67

Advisors

2

of 2 employees

About

Blankenship Financial Planning, Ltd. provides fee‑only financial planning and investment advisory services to individuals, families, small businesses and charities, serving both non‑high‑net‑worth and some high‑net‑worth clients. Services include as‑needed or project‑based planning across cash flow, retirement, college funding, estate and tax topics, along with discretionary asset management and focused packages such as Social Security filing analysis.

The firm employs a fundamental, long‑term buy‑and‑hold investment philosophy and emphasizes asset allocation implemented primarily with low‑cost index funds and exchange‑traded funds, tailoring recommendations to clients’ goals and risk tolerance. Engagements are typically delivered on a fee‑only, hourly or separately contracted asset‑management basis, with written plans provided and periodic account reviews available when contracted rather than through automatic monitoring.

Blankenship combines financial planning with in‑house tax capability—both principals are Enrolled Agents—and the advisory team holds professional credentials including CFP certification and advanced academic qualifications, with staff active in industry education and university teaching. As a small, fee‑only firm managing approximately $18.3 million, it offers flexible engagement models and detailed, documented planning processes that support tax‑aware, education‑oriented advice from a compact advisory team.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance

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Fee options

Fixed

Social Security analysis package for $450; financial planning projects generally range $500 to $2,000 based on complexity and scope

Percentage

$0 - $100,000: 1% $100,000.01 - $1,000,000: 0.5% $1,000,000.01+: 0.25%

Project-based

$250 per hour for planning and advisory services

Other

Fee-only: $250 per hour for financial planning and advisory services; billed in five minute increments; projects from $500 to $2000 depending on scope; specific package of Social Security analysis at $450.

Main office

116 West Illinois

New Berlin IL 62670

Advisors at this office

2

Most active in

Illinois

Also doing business as

Blankenship Financial Planning, Ltd. · Blankenship, James Kevin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

James B

CFP®

New Berlin, IL

Blankenship Financial Planning, Ltd.

James Blankenship is a CFP® with 22 years of industry experience and is a principal at Blankenship Financial Planning, Ltd. He has worked at AIG since 1987. Outside of his advisory work, he serves as treasurer for both the New Berlin Fire Protection District and the Sangamon County Fair Association. Blankenship Financial Planning, Ltd. provides fee-only financial planning and investment advisory services to individuals, families, small businesses, and charities. The firm employs a long-term buy-and-hold investment philosophy focused on low-cost index and exchange-traded funds, tailoring recommendations to clients’ goals and risk tolerance.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
user avatar

Sterling R

CFP®, ChFC®, Series 63, Series 65

New Berlin, IL

Blankenship Financial Planning, Ltd.

Sterling Raskie is a CFP® and ChFC® with 15 years of experience in financial advising. He has been with Blankenship Financial Planning, Ltd. since 2012. Outside of his advisory role, he moderates online classes for The American College and is involved in personal financial counseling for military servicemembers. Blankenship Financial Planning, Ltd. provides fee-only financial planning and investment advisory services to individuals, families, small businesses, and charities. The firm follows a fundamental, long-term buy-and-hold investment philosophy using primarily low-cost index funds and ETFs, with an emphasis on tailored, tax-aware advice and flexible engagement models.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
View complete list of advisors at this firm
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