...

Jeff Grimes, CFP®

San Antonio, TX

Meets Virtually:

Meets In-Person:

Accepting New Clients:

Fee Models
  • Monthly Subscription

    $250/mo

  • Annual Subscription

    $3,000/yr

  • Hourly

    $250/hr

Typical Fee (Computed Monthly) *
$250
Ideal Clients
  • Divorced Individuals
  • Christians
Areas of Specialization
  • Investments
  • Mid-Career Planning
  • Pre-Retirement Planning
  • Retirement Life Planning
  • Career Planning

Introducing Jeff Grimes, a compassionate financial planner whose journey is fueled by a passion for guiding others through life’s transitions. Originally envisioning a career in full-time missionary work, Jeff embarked on a path driven by his desire to help others. However, after facing challenges in raising support, he transitioned into the financial advisory field, motivated by a belief in equipping individuals to fulfill their calling without financial constraints.

Jeff is a proud graduate of the University of Texas at Austin, where he earned his Bachelor’s Degree in Sports Management with a minor in Business Administration. His journey took an unexpected turn when a divorce changed everything, leading him to discover a new purpose in financial planning.

Understanding firsthand the financial challenges and emotional complexities that can accompany major life changes, Jeff is dedicated to providing support and guidance to others facing similar circumstances. He is committed to creating a community for Christian divorced dads, helping them navigate their financial journey with confidence and grace.

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.