Conkin Financial Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000

“CFG offers financial planning on a fixed fee basis, and our fixed fee shall not exceed $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Conkin Financial Group, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our fees are negotiable solely at our discretion based on the size and complexity of the Plan, the number of Plan participants, the scope of services requested, and other factors that may be relevant to CFG’s services.”
• “Unless otherwise specified, fees are charged monthly in arrears.”
• “The client’s first billing cycle will be prorated based on the number of days the adviser provided advisory services to the Plan and the plan's value during the first month CFG provides services to the Plan.”

How Conkin Financial Group, Inc.’s fees compare

• Its flat or project fee of $10,000 is above the Oklahoma median of $2,875. 86% of the 35 other Oklahoma planners that publish a flat or project fee charge less.
• 5 of the 6 other planners in Edmond that publish a flat or project fee charge less.

About Conkin Financial Group, Inc.

• Principal: The Conkin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 1981 (45 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

139

Employees

1

Works with

Individuals and state and local governments

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$54,837,108

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328254

Website

twitter.com/conkinfinancial (opens in new tab)

Phone

(405) 348-6200

Can advise clients in 3 states: Florida, Oklahoma, Texas

Other planners in Edmond that publish fees

• Blessed Financial Investments, LLCEdmond$100⁠-⁠$500/hr, $1,000⁠-⁠$3,000
• Dean Davis Wealth LLCEdmond$500⁠-⁠$5,000
• Dustin Rippetoe LLCEdmond$1,000/mo, $3,500/yr
• Entrust Parable Capital, LLCEdmond$120⁠-⁠$200/hr
• Main Street Investment ManagementEdmond$1,500⁠-⁠$5,000
• Render Financial, LLCEdmond$250/hr, $2,500

Compare all 17 planners in Edmond