Conklin Shure Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Glen Ridge NJ
Advisors at this office
1
Most active in
California · Louisiana · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Conklin Shure Financial · Conklin Shure Financial LLC
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
Quick links
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