# Benold Financial Planning

Benold Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Under $100M (Altss estimate)
- **LinkedIn:** https://www.linkedin.com/company/jbenold

## Regulatory record

- **CRD number:** 134258
- **SEC file number:** 801-132320
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134258

## About

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.

## Sectors

- Financial Services
- Investment Advisory

## People

- Robert Benold — Owner, Financial Planner

## 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.

## Related profiles

- [1-800-401K PLAN.COM](https://altss.com/profile/1-800-401k-plancom-llc)
- [Yellowstone Investment Planners](https://altss.com/profile/yellowstone-investment-planners-inc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/benold-financial-planning

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