Stephen Benold has been an investment adviser representative at Benold Financial Planning since February 2020, and is not listed among the firm’s executive officers or direct owners. Stephen Benold studied at Rice University.
Benold Financial Planning Inc. is a firm with $139M under management, 60 clients and 2 advisers across 4 offices, as of its January 2026 filing.
Stephen Benold opened Benold Financial Planning in 2005 and serves families as a Registered Investment Advisor. He was a family doctor for 30 years before moving into financial planning, and he keeps his medical license active and sees a few patients each week. He served 32 years as Medical Director of Williamson County EMS.
- Benold Financial PlanningCurrent– present · 6 yearsGeorgetown, TX · Adviser representative · Firm CRD 134258
Professional designations
Listed by Benold Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stephen Benold is registered as an investment adviser representative in Texas, since February 2020.
- TexasSince 28 February 2020
Examinations
No examinations are on Stephen Benold’s record.
- Full name
- Stephen Douglas Benold
- CRD
- 4914261
- Firm
- Benold Financial Planning · CRD 134258
- Office
- Georgetown, TX
- Registration
- Investment adviser registration
- In the industry since
- February 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- benoldfp.com
Where does Stephen Benold work?
Stephen Benold is an investment adviser representative registered through Benold Financial Planning Inc. since February 2020, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Benold a financial advisor?
Yes. Stephen Benold has a current investment-adviser registration in Texas, through Benold Financial Planning since February 2020.
How many years of experience does Stephen Benold have?
Stephen Benold has 6 years in the financial industry, since February 2020, across 1 adviser firm.
Where is Stephen Benold based?
Stephen Benold’s registered office is in Georgetown, TX.
Is Stephen Benold registered with FINRA?
No. Stephen Benold has no current broker registration.
Is Stephen Benold a CFP?
Benold Financial Planning lists Stephen Benold with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Stephen Benold’s record?
Search CRD 4914261 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Benold’s full registration record.
