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
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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