Conklin Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,950⁠-⁠$4,500

“Financial planning services are on a flat-fee basis, ranging from $2950 to $4500, depending on clients’ selected planning package.”

Monthly fee

$500/mo

“After the three initial months, we may be engaged for financial coaching services on a monthly basis, at $500 per month, billed at the beginning of each month.”

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

How Conklin Financial Planning bills

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

• “Non-Negotiable Fees Our fees are not negotiable.”
• “Fees are due upon your receipt of our invoice.”
• “The balance of fees due are invoiced upon presentation of the plan or advice to you, and to be paid no later than 10 days after delivery of the plan or advice, at which point the engagement is concluded.”

How Conklin Financial Planning’s fees compare

• Its flat or project fee of $2,950-$4,500 is below the Colorado median of $5,250. 37% of the 214 other Colorado planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Conklin Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2008 (18 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

148755

Website

directory.garrettplanningnetwork.com/colorado/thornton/member/sheri-conklin-mba-cfp (opens in new tab)

Phone

(845) 629-4391

Can advise clients in 2 states: California, Colorado

Other planners in Thornton that publish fees

• Alpine Capital Partners, LLCThornton$200/hr
• Bighorn Wealth ManagementThornton$200⁠-⁠$300/hr, $6,500⁠-⁠$35,000
• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr

Compare all 4 planners in Thornton