SOCRATES FINANCIAL PLANNING

SOCRATES FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 329730).

Registration

• CRD: 329730
• Type: Registered investment adviser
• Phone: (616) 802 8018
• Latest filing: 2026-02-04
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329730 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search