Blankenship Financial Planning, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Social Security analysis package for $450; financial planning projects generally range $500 to $2,000 based on complexity and scope
$0 - $100,000: 1% $100,000.01 - $1,000,000: 0.5% $1,000,000.01+: 0.25%
$250 per hour for planning and advisory services
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
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.
Forms ADV
Advisors at this firm
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