Benold Financial Planning

Benold Financial Planning (CRD# 134258) is a financial advisory firm headquartered in Georgetown, TX. They manage $109,245,621 in 181 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
116 W. 8th Street, Georgetown, TX 78626
https://www.benoldfp.com
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    181
    ACCOUNTS
  • Average Account Value
    $603,567
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Benold Financial Planning
Showing 1 - 2 of 2 top financial advisors.
1
Jordan Benold, financial advisor Prosper TX
Jordan D. Benold
CRD#: 7138759
130 N. Preston Road, Prosper, TX 75078

Jordan Benold (CRD# 7138759) is an Investment Advisor Representative working at Benold Financial Planning in Prosper, TX and has 1 year of experience in the finance industry.

2
Stephen Benold, financial advisor Georgetown TX
Stephen D. Benold
CRD#: 4914261
Georgetown, TX

Stephen Benold (CRD# 4914261) is an Investment Advisor Representative working at Benold Financial Planning in Georgetown, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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