This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SOCRATES FINANCIAL PLANNING

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65

First exam

Jul 22, 2008

First registration

Jan 5, 2022

Dual registered

no

IAPD individual key

7466660

• Occurred

  Dec 7, 2023
  Advisor changed firm

  Scott Benson Grissom left Fiduciary Financial Advisors for Socrates Financial Planning (registered 2024-05-22)

  Form ADVobserved 4 days ago
• Occurred

  Apr 6, 2022
  Advisor changed firm

  Scott Benson Grissom left Henrickson Nauta Wealth Advisors, Inc. for Fiduciary Financial Advisors (registered 2022-08-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2d1dd3bf-d833-74a2-5386-9e0f7048ef04

First observed

Jan 5, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.