Conklin Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Conklin Financial Planning is a solo independent registered investment adviser that provides fee‑only financial planning, investment consultation, financial coaching and educational workshops to individual clients. The firm describes engagements as modular or comprehensive planning and does not provide ongoing, continuous portfolio management, so it reports no assets under management.
The adviser emphasizes asset allocation, passive low‑cost index strategies, a long‑term buy‑and‑hold philosophy and periodic rebalancing, and may draw on fundamental, technical and cyclical analysis when making investment recommendations. Client engagements typically begin with a complimentary interview and lead to a written plan; implementation is generally left to the client or coordinated with other professional advisers, with periodic reviews available.
Noteworthy differences from many peers include an explicit absence of continuous portfolio management and a pricing model that does not rely on percentage‑of‑AUM fees, instead using flat planning and fixed coaching arrangements; the firm also discloses it operates on a fee‑only basis and does not accept commissions. The firm’s service mix includes money‑mindset coaching and group educational sessions in addition to traditional financial planning, and it does not take custody or discretionary trading authority over client accounts.
Client services
Expertise
Fee options
Financial planning services are flat fees ranging from $2,950 to $4,500 depending on the package; optional modules $495 to $660 each; Financial coaching packages as above.
Financial coaching monthly fee of $500 after initial 3-month package.
Fee-only: Financial planning flat fees ranging from $2,950 to $4,500; optional planning modules $495 to $660 each; Financial coaching initial 3-month package $1,397 upfront, then $500/month thereafter.
Main office
Thornton CO
Advisors at this office
1
Most active in
California · Colorado
Also doing business as
Conklin Financial Planning · Conklin Financial Planning, LLC · Conklin, Sheryl L. · Sheryl L. Conklin
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
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