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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.
Overview
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.
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.
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