Benold Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$123,473,012
Clients
56
Advisors
2
of 2 employees
About
Benold Financial Planning provides ongoing portfolio management and financial planning to individuals, high‑net‑worth individuals, and charitable organizations. The firm prepares an Investment Policy Statement for each client and advises primarily on mutual funds, fixed income, real estate funds (including REITs), annuities, ETFs (including precious‑metal ETFs), Treasury‑inflation‑protected securities, and non‑U.S. securities.
The firm combines cyclical and fundamental analysis with a long‑term trading approach and typically manages accounts on a discretionary basis, using customized plans or model allocations tailored to each client’s goals and risk tolerance. Accounts are reviewed at least quarterly with ongoing monitoring, clients receive custodian statements monthly, and financial planning is generally delivered as a one‑time plan unless additional services are requested.
Benold operates with two advisors across three offices while managing approximately $126 million for about 53 clients, a structure that produces relatively concentrated client relationships compared with many peers. The firm does not use third‑party managers or participate in wrap programs, recommends Vanguard, Fidelity and Charles Schwab as custodians, may receive soft‑dollar research benefits, and does not aggregate (block) trades—features that can affect trade execution or create potential conflicts relative to similarly sized firms.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.50% $2,000,001+: Negotiable
$200 per hour
Account minimum: $300,000
Main office
Georgetown TX
Advisors at this office
2
Most active in
Texas
Also doing business as
Benold Financial Planning · Benold Financial Planning Inc. · Benold, Stephen, Douglas · Stephen D. Benold,Doing Business As The Benold Company · The Benold Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jordan B
CFP®
Georgetown, TX
Benold Financial Planning
Jordan Benold is a CFP® professional with six years of industry experience. He has worked at Benold Financial Planning since 2019 and previously at the Federal National Mortgage Association from 2015 to 2019. Benold Financial Planning provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of cyclical and fundamental analysis with a long-term trading approach, managing accounts on a discretionary basis through customized plans or model allocations tailored to clients’ goals and risk tolerance.
Stephen B
CFP®
Georgetown, TX
Benold Financial Planning
Stephen Benold is a CFP® professional with 19 years of experience at Benold Financial Planning in Georgetown, TX. He is also employed part time as the medical director of the Williamson County Juvenile Justice Center, where he provides medical care and administrative duties. Benold Financial Planning offers ongoing portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of cyclical and fundamental analysis with a long-term trading approach, managing accounts primarily on a discretionary basis with customized plans tailored to client goals and risk tolerance.
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