# Scott Grissom > Scott Grissom is a fee-only financial advisor at Socrates Financial Planning LLC in Jenison, Michigan, who holds the CFP and PhD credentials. Scott charges a one-time planning fee (one-time plans from $2,980) and focuses on retirement planning, tax planning and flat-fee planning. Page: https://find.wellspent.co/advisors/scott-grissom/ Built from public directory listings; last checked April 21, 2026. ## Facts - **Firm:** Socrates Financial Planning LLC - **Based in:** Jenison, Michigan - **Fee model:** One-time planning fee - **Fees (firm's website):** one-time plans from $2,980 - **Fees (Advice-Only Network profile):** one-time plans from $3,000 - **Works virtually:** Yes (firm's website) - **Accepting new clients:** Yes (firm's website) - **Credentials:** CFP, PhD - **Specialties:** Retirement planning, Tax planning, Flat-fee planning, Estate & legacy planning - **Works with:** Pre-retirees, Tech employees, Retirees - **CRD:** 7466660 (https://adviserinfo.sec.gov/individual/summary/7466660) - **SEC registration:** Investment adviser representative in MI - **Exams passed:** Series 65 (2008) - **Firm size:** 1 employee - **Disclosures:** None reported - **Website:** http://socratesfp.com ## About Scott Grissom taught college for many years and now works with couples preparing for retirement, helping them approach it with confidence. He looks beyond investments to taxes, insurance, everyday spending, estate planning and the way people relate to money. Scott and his clients build a custom Retirement Roadmap together. It maps where a couple stands today, where they want to go and the steps to get there, with the aim of clarifying goals, avoiding costly mistakes and bringing more peace of mind. As an advice-only fiduciary, he is paid directly by his clients, with no sales commissions, hidden fees or conflicts of interest. His earliest money memory is saving allowance and birthday money at age seven, then emptying a piggy bank of coins and crumpled bills onto a sales counter to buy a toy. He still values saving for future goals, and he still has the ceramic piggy bank. ## Frequently asked questions ### Is Scott Grissom a fee-only financial advisor? Yes. Scott Grissom is listed in the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Scott's firm. ### How does Scott charge for financial advice? Scott charges a one-time planning fee. ### How much does Scott charge? According to Socrates Financial Planning LLC's website, checked October 28, 2026: one-time plans from $2,980. ### Does Scott work with clients virtually? Yes. Socrates Financial Planning LLC says on its website that it works with clients remotely. ### Where is Scott Grissom based? Scott Grissom is based in Jenison, Michigan. ### What does Scott specialize in? Scott's specialties include retirement planning, tax planning, flat-fee planning and estate & legacy planning. Scott works with pre-retirees, tech employees and retirees. ### What credentials does Scott Grissom hold? Scott Grissom holds the CFP and PhD credentials. ### Is Scott Grissom registered with the SEC? Yes. Scott Grissom is registered as an investment adviser representative in MI (CRD 7466660), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. ### How do I contact Scott Grissom? Through Scott's website, socratesfp.com. ## Sources - XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/scott-grissom-66718): XYPN members are fee-only - Advice-Only Network listing: advice-only practices, no product sales - SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026 - The firm's website (https://www.socratesfp.com/): specialties, clients served, and fees, checked October 28, 2026 --- Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.