{"url":"https://nivawealth.com/firms/benold-financial-planning-134258","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/134258","regulatoryAum":139050428,"crd":"134258","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7138759","suffix":null,"lastName":"Benold","firstName":"Jordan","middleName":"Douglas"},{"crd":"4914261","suffix":null,"lastName":"BENOLD","firstName":"STEPHEN","middleName":"DOUGLAS"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-03-03","regulatoryAum":126057690,"clients":57,"employees":2,"offices":3},{"filedOn":"2026-01-21","regulatoryAum":139050428,"clients":60,"employees":2,"offices":4}],"secFileNumber":"801-132320","legalName":"Benold Financial Planning Inc.","displayName":"Benold Financial Planning","slug":"benold-financial-planning-134258","website":"https://benoldfp.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/134258/b8e982597cd5f064-r1.webp","tone":"dark","width":732,"height":200,"sourceUrl":"https://benoldfp.com/","sourceLabel":"Benold Financial Planning, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Texas corporation","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"2 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2204875.214285714,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":139050428,"discretionary":124339465,"discretionaryAccounts":170,"nonDiscretionary":14710963,"nonDiscretionaryAccounts":14,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":20},"clientTypes":[{"label":"Individuals (other than HNW)","clients":19,"regulatoryAum":13062153},{"label":"High-net-worth individuals","clients":37,"regulatoryAum":110410859},{"label":"Charitable organizations","clients":4,"fewerThan5":true,"regulatoryAum":15577416}],"feePrograms":[{"role":"main","program":"Portfolio Management Fees","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003150","versionId":1003150,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-01-21","documentName":"BFP FORM ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning","summary":"Financial planning is billed at an hourly fee of $200, paid in arrears on completion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003150","versionId":1003150,"submittedOn":"2026-01-21","documentName":"BFP FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:12:22.536278+00:00","documents":[{"name":"BFP FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003150","versionId":1003150,"submittedOn":"2026-01-21"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003152","versionId":1003152,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003151","versionId":1003151,"submittedOn":null}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":126242115}],"custodyNote":"Benold Financial Planning does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jordan Benold","title":"Co-Owner and Chief Compliance Officer","crd":"7138759"}],"ownership":[{"label":"Jordan Benold","detail":"Co-owner and chief compliance officer in the 75% or more ownership band and a control person, since January 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":3,"privateResidences":2},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"130 N. Preston Road","city":"Prosper"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"512-818-1800","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":75},{"label":"Securities issued by registered investment companies or business development companies","percent":20},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"21 January 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/134258/PDF/134258.pdf","brochureDate":"21 January 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1003150","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Benold Financial Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Benold Financial Planning offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Benold Financial Planning charge?","answer":"Benold Financial Planning charges 0.50%–1.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.","source":"BFP FORM ADV PART 2A, filed 21 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Benold Financial Planning use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Benold Financial Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Benold Financial Planning invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Benold Financial Planning?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Benold Financial Planning get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Benold Financial Planning?","answer":"Its phone number is 512-818-1800. Its website is benoldfp.com.","source":"Form ADV Part 1A, Item 1.F, filed 21 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}