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
Benold Financial Planning
By the Numbers
-
Total Assets Under Management109MILLION
-
Total Number of Accounts181ACCOUNTS
-
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
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Benold Financial Planning
1
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 (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.
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