Conklin Financial Management
South Boardman, Michigan
Conklin Financial Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 13 individual clients.
- Its average account is about $53,000 (assets it manages divided by its 27 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | South Boardman, Michigan |
|---|---|
| Website | conklinfm.com |
| [email protected] | |
| Phone | (231) 498-3434 |
Questions about Conklin Financial Management
How is Conklin Financial Management paid?
Conklin Financial Management's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Conklin Financial Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Conklin Financial Management.
What is the average account at Conklin Financial Management?
Conklin Financial Management's average account is about $53,000. That's the assets on its Form ADV divided by its 27 accounts.
Conklin Financial Management fees
Conklin Financial Management 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 · Hourly |
|---|---|
| Assets managed | $1 million |
| Individual clients | 13 |
| Accounts managed | 27 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | July 22, 2026 |
| SEC record | CRD 287948 |
Advisors at this firm (1)
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