Conklin Shure Financial 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.

Hourly rate

$325/hr

“Upon early termination, the upfront fee will be prorated and any unearned fee will be refunded to the Client. 6 ●​ Financial Planning Hourly Fee We also provide financial planning through an hourly fee structure at a rate of $325 per hour.”

Flat or project fee

$2,200⁠-⁠$3,200

“Services ●​ Ongoing Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $2,200 - $3,200 and an ongoing flat fee that is paid monthly in arrears, at the rate of $220 - $320 per month*.”

Monthly fee

$220⁠-⁠$320/mo

From the same sentence as above.

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

How Conklin Shure Financial bills

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

• “Both fees are based on complexity and needs of the client and may be negotiable in certain cases at the discretion of CSF.”
• “Fees for this service may be paid by electronic funds transfer (EFT) or check.”
• “Because ongoing monthly fees are paid in arrears, no refund will be needed upon termination of the account.”

How Conklin Shure Financial’s fees compare

• Its hourly rate of $325 is above the New Jersey median of $300. 59% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $2,200-$3,200 is below the New Jersey median of $5,000. 29% of the 168 other New Jersey 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 Shure Financial

• Principal: Joseph Shure
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid

Hourly fees, 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

316605

Website

conklinshure.finance (opens in new tab)

Phone

(609) 558-7956

Can advise clients in 5 states: California, Louisiana, New Jersey, New York, Pennsylvania

Other planners in Glen Ridge that publish fees

• Eslami & Co. Wealth Management, LLCGlen Ridge$400/hr, $1,000⁠-⁠$15,000
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

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