A complete list of active advisors currently associated with Socrates Financial Planning
Warmer can help you find a great advisor at Socrates Financial Planning or one who fits your needs even better.
Socrates Financial Planning provides fee-only financial planning to individuals, high-net-worth clients, charitable organizations, and businesses, delivering written financial plans and both project-based and ongoing planning engagements. Services described in the brochure include retirement planning, cash‑flow and debt analysis, investment analysis, estate planning, insurance review, tax‑planning recommendations, and referrals to third‑party professionals. The firm’s work is centered on comprehensive financial planning rather than discretionary asset management; investment recommendations are grounded in modern portfolio theory, passive ETF/mutual fund analysis, and asset allocation principles, but the firm does not manage or custody client assets. Clients are expected to implement recommendations with their chosen custodians while the adviser provides monitoring, updates, and implementation guidance as part of ongoing engagements. Distinctive aspects include the firm’s explicit absence of portfolio management services for individuals and its avoidance of percentage‑of‑AUM billing—opting instead for project fees, hourly work, and recurring fixed planning fees, which is less common among independent advisers. Additional noteworthy features in the brochure are the principal’s CFP® credential and academic background and the firm’s public education outreach via the YouTube channel “DIY Retirement with Professor G,” unusual activities for a small, recently formed planning practice.
To learn more about the advisors currently working at Socrates Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Jenison, MI
| 3
|
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