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BENOLD FINANCIAL PLANNING
BENOLD FINANCIAL PLANNING INC.
CRD 134258 · SEC 801-132320
TX, United States
Phone
512-818-1800
Fax
NONE
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.1M
Discretionary AUM
$124.3M
Team
2 total employees; 2 advisory reps; 20 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $13.1M |
| High net worth individuals | 37 | $110.4M |
| Charitable organizations | 4 | $15.6M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD