Socrates Financial Planning LLC
Jenison, Michigan
Socrates Financial Planning LLC at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 4 individual clients.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Jenison, Michigan |
|---|---|
| Website | socratesfp.com |
| [email protected] | |
| Phone | (748) 019-0823 |
Questions about Socrates Financial Planning LLC
How much does Socrates Financial Planning LLC charge?
Socrates Financial Planning LLC publishes these prices: one-time plan: from $2,980. We found this on its website, checked October 28, 2026.
How is Socrates Financial Planning LLC paid?
Socrates Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Socrates Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Socrates Financial Planning LLC.
What does Socrates Financial Planning LLC specialize in?
Socrates Financial Planning LLC's advisors and website list retirement planning, tax planning, flat-fee planning and estate & legacy planning.
Is Socrates Financial Planning LLC accepting new clients?
Yes, according to Socrates Financial Planning LLC's website, checked October 28, 2026.
Does Socrates Financial Planning LLC work with clients virtually?
Yes. Socrates Financial Planning LLC's website says it works with clients virtually.
Socrates Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,980 |
|---|---|
| How it charges | Flat fee · One-time plans or projects |
In the firm's words
"Retirement Roadmap - $2,980" source
"A custom financial plan for a fixed fee ." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 4 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 329730 |
Advisors at this firm (1)
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