Scott Grissom
A former college professor who helps couples build a custom retirement roadmap covering investments, taxes, insurance, spending and estate planning.
Socrates Financial Planning LLC · Jenison, Michigan
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.
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Specialties
Who they serve
- Pre-retirees
- Tech employees
- Retirees
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.
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 |
| Accepting new clients | Yes |
| Credentials | CFP · PhD |
| SEC registration | Investment adviser representative in MI · CRD 7466660 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | socratesfp.com |
How Scott's firm compares
- A one-time plan starts at $2,980, above the Michigan median of $975 for fee-only firms that publish prices.
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Questions about Scott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Advice-Only Network listing : advice-only practices, no product sales
- Socrates Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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