Firm
Conklin Shure Financial
Glen Ridge, New Jersey
Fee-only
Conklin Shure Financial at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Glen Ridge, New Jersey |
|---|
Conklin Shure Financial fees
Conklin Shure Financial 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 316605 |
Advisors at this firm (1)
Other fee-only firms in New Jersey
- Contrary Investment Advisors · Bloomfield
- Cooney Financial Advisors, Inc · Marlton
- Covenant Asset Management · Chester
- Covered Bridge Financial · Califon
- CRA Financial · Northfield
- Cypress Financial Planning · Haddon Heights
- Dorchester Advisors · Short Hills
- Drucker Wealth · Mahwah