Scott Grissom is a CFP-designated registered investment advisor at Socrates Financial Planning, based in Jenison, MI, with 3 years of industry experience. Scott 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, Investment Management, and 3 more. Their firm serves 4 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Socrates Financial Planning offers ongoing financial planning for a recurring fixed fee, paid monthly or quarterly. Monthly fees range from $300 to $1,000, depending on the client's needs, complexity, and resources required. Fees are negotiable.
Socrates Financial Planning offers project-based financial planning for a fixed or hourly fee. The hourly rate is $200. Fixed fees range from $1,000 to $10,000, depending on the client's needs, complexity, and resources required. Fees are negotiable.
Contact
Scott Grissom
Location
Jenison, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is a professor of computer science at Grand Valley State University since 1999. This is a full-time commitment.
Employment History
Current Registrations
Socrates Financial Planning
Previous Registrations
Fiduciary Financial Advisors
Henrickson Nauta Wealth Advisors, INC.
State Registrations1 state
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.