# Jordan Benold

> Jordan Benold is a fee-only financial advisor at Benold Financial Planning in Frisco, Texas, who holds the CFP and MBA credentials. Jordan charges a percentage of assets, hourly fees and a one-time planning fee ($200 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jordan-benold/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Benold Financial Planning
- **Based in:** Frisco, Texas
- **Fee model:** Percentage of assets; Hourly; One-time planning fee
- **Fees (firm's website):** $200 an hour; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $139.1M across 184 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees
- **CRD:** 7138759 (https://adviserinfo.sec.gov/individual/summary/7138759)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://benoldfp.com

## Frequently asked questions

### Is Jordan Benold a fee-only financial advisor?

Yes. Jordan Benold is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jordan's firm.

### How does Jordan charge for financial advice?

Jordan charges a percentage of assets, hourly fees and a one-time planning fee.

### How much does Jordan charge?

According to Benold Financial Planning's website, checked October 28, 2026: $200 an hour; 1% a year on the first tier of assets managed.

### Where is Jordan Benold based?

Jordan Benold is based in Frisco, Texas.

### What does Jordan specialize in?

Jordan's specialties include retirement planning and tax planning. Jordan works with pre-retirees.

### What credentials does Jordan Benold hold?

Jordan Benold holds the CFP and MBA credentials.

### Is Jordan Benold registered with the SEC?

Yes. Jordan Benold is registered as an investment adviser representative in TX (CRD 7138759), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Benold Financial Planning manage?

Benold Financial Planning reports $139.1M across 184 accounts in assets under management.

### How do I contact Jordan Benold?

Through Jordan's website, benoldfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jordan-benold-10492): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://benoldfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.