# Socrates Financial Planning

Socrates Financial Planning is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 329730
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329730

## About

Socrates Financial Planning is a state-registered investment adviser. It has one employee and one investment adviser.

## Questions

### What services does Socrates Financial Planning offer?

The firm provides financial planning and investment advisory services, including retirement planning, investment management, and holistic wealth strategies. As a registered investment advisor, its services are tailored to individual client needs rather than institutional mandates.

### Is Socrates Financial Planning a fiduciary?

As a registered investment advisor, the firm is bound by fiduciary duty to act in its clients' best interests. This distinguishes its model from broker-dealer firms that operate under a suitability standard.

### Where does Socrates Financial Planning operate?

The firm is based in the United States. Without a confirmed headquarters location or website, its specific geographic focus remains unclear, though most similarly named RIAs serve clients in a specific metro area or region.

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- [CTG Wealth Management](https://altss.com/profile/ctg-wealth-management-llc)
- [Basilic](https://altss.com/profile/basilic)

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Last updated: 2026-06-03T20:00:00.000Z

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