Benold Financial Planning provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 26–50 clients last fiscal year.
Benold Financial Planning reports 60 clients. They include 37 high-net-worth individuals, 19 individual clients and 4 charitable organizations. Of its assets, 89.4% ($124M across 170 accounts) are managed with discretion; $14.7M across 14 accounts are not. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 32% | 9% |
| High-net-worth individuals | 62% | 79% |
| Charitable organizations | 7% | 11% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 19 | $13.1M | 9.4% | $687K |
| High-net-worth individuals | 37 | $110M | 79.4% | $2.98M |
| Charitable organizations | Fewer than 5 | $15.6M | 11.2% | $3.89M |
| Total | 60 | $139M | 100% | — |
- Clients
- 19
- Regulatory AUM
- $13.1M
- AUM share
- 9.4%
- Avg. per client
- $687K
- Clients
- 37
- Regulatory AUM
- $110M
- AUM share
- 79.4%
- Avg. per client
- $2.98M
- Clients
- Fewer than 5
- Regulatory AUM
- $15.6M
- AUM share
- 11.2%
- Avg. per client
- $3.89M
Total
- Clients
- 60
- Regulatory AUM
- $139M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Benold Financial Planning charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed at an hourly fee of $200, paid in arrears on completion.
Jordan Benold owns 75% or more of Benold Financial Planning. The leadership team of Benold Financial Planning includes Chief Compliance Officer Jordan Benold. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Benold Financial Planning Inc.
Jordan Benold
Control person · since January 2022
Benold Financial Planning’s regulatory assets grew from $126M (March 2025) to $139M (January 2026); clients rose from 57 to 60 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $139M | 60 | 2 | 4 |
| Mar 2025March 2025 | $126M | 57 | 2 | 3 |
Besides its headquarters, Benold Financial Planning has 3 offices (2 private residences, listed without an address), with 2 listed addresses in 1 state.
Texas · 1 listed address
- 130 N. Preston Road, Prosper
Choose a state to see its listed addresses.
Contact and registration details
- Legal name
- Benold Financial Planning Inc.
- Headquarters
- Not reported
- Website
- benoldfp.com
- Phone
- 512-818-1800
- SEC file
- 801-132320
- Structure
- Texas corporation
- Fiscal year end
- December
Benold Financial Planning’s named custodian for separately managed accounts is Fidelity ($126M). Benold Financial Planning does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $126M100%
At year end, Benold Financial Planning’s separately managed accounts were mostly in stocks (75%) and funds (20%).
What the accounts hold
- Stocks75%
- Funds20%
- Cash5%
How many clients does Benold Financial Planning have?
Benold Financial Planning has 60 clients and manages $139 million for them, as of January 2026. They include 37 high-net-worth individuals, 19 individual clients and 4 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 January 2026
What services does Benold Financial Planning offer?
Benold Financial Planning provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Benold Financial Planning charge?
Benold Financial Planning charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does Benold Financial Planning use?
Benold Financial Planning’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $126M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 January 2026
How many financial advisors does Benold Financial Planning have?
Benold Financial Planning has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Benold Financial Planning invest in?
At the end of its last fiscal year, Benold Financial Planning’s separately managed accounts held 75% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Benold Financial Planning?
Benold Financial Planning’s direct owner is Jordan Benold (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 January 2026
How does Benold Financial Planning get paid?
Benold Financial Planning is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Benold Financial Planning?
Its phone number is 512-818-1800. Its website is benoldfp.com.
