Firm
Conkin Financial Group
Edmond, Oklahoma
Fee-only
Conkin Financial Group at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 139 individual clients.
- Its average account is about $233,000 (assets it manages divided by its 235 accounts).
Facts
| Based in | Edmond, Oklahoma |
|---|---|
| Website | conkinfinancial.com |
| Phone | (405) 348-6200 |
Conkin Financial Group fees
Conkin Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $55 million |
| Individual clients | 139 |
| Accounts managed | 235 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 328254 |