Benold Financial Planning
Benold Financial Planning (CRD# 134258) is a financial advisory firm headquartered in Georgetown, TX. They manage $98,676,264 in 181 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management99MILLION
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Total Number of Accounts181ACCOUNTS
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Average Account Value$545,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
TX
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. Jordan Benold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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. Stephen Benold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.