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Benold Financial Planning
BENOLD FINANCIAL PLANNING is an SEC-registered investment adviser since 2025. The firm manages $139 million in assets, $124 million on a discretionary basis.
Benold Financial Planning
BENOLD FINANCIAL PLANNING is an SEC-registered investment adviser since 2025. The firm manages $139 million in assets, $124 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Robert Benold
Owner, Financial Planner
Sector focus
Frequently asked questions
How does the firm charge for financial planning services?
Based on public disclosures, the firm operates on a flat-fee and hourly planning model alongside discretionary asset management fees. This makes it distinct from many local advisors who rely solely on assets-under-management charges. The planning fees are stand-alone retainer engagements, not waived or rebated based on portfolio size.
Does Benold Financial Planning participate in private-market or alternative investments?
No public record indicates participation in direct private equity, venture capital, real estate syndications, or hedge fund allocations. The firm's investment approach relies on publicly traded securities, primarily mutual funds and ETFs, corresponding to a conventional financial-planning RIA practice.
Is the firm affiliated with a broker-dealer or larger aggregator?
Benold Financial Planning operates as an independent, state-registered RIA in Texas. There is no public affiliation with a broker-dealer network, consolidated RIA platform, or institutional parent. All regulatory disclosures consistently reflect a solo-practitioner structure.
Who makes the investment decisions at the firm?
Robert Benold serves as the sole investment decision-maker and financial planner. No investment committee, outside CIO service, or third-party discretionary manager appears in the firm's ADV records.
What is the firm's known regulatory history?
As of the most recent IAPD record, the firm reports no disciplinary events, regulatory actions, or client disputes. The regulatory record is identical to what allocators typically see for a small, independent RIA with a stable operating history.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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