Joseph Shure is a CFP-designated registered investment advisor at Conklin Shure Financial, based in Glen Ridge, NJ, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Middle Income, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
CSF offers ongoing comprehensive financial planning for an upfront fee of $2,200 - $3,200, plus a monthly fee of $220 - $320. The fees depend on the complexity and needs of the client and may be negotiable. This service includes developing and implementing a financial plan, monitoring the plan, recommending changes, and ensuring the plan is up-to-date. The plan is reviewed annually.
CSF offers financial planning on an hourly basis at a rate of $325 per hour. The fee may be negotiable.
Contact
Joseph Shure
Location
Glen Ridge, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph provides education and consultation services for financial technology companies, dedicating about 10-20% of his time. He also founded a tax preparation business and volunteers as a tax preparer, spending minimal time on these activities.
Employment History
Current Registrations
Conklin Shure Financial
Previous Registrations
Learnvest Planning Services, LLC
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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