Jordan Benold
Benold Financial Planning · Frisco, Texas
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.
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Specialties
Who they serve
- Pre-retirees
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 | $139.1M across 184 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in TX · CRD 7138759 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | benoldfp.com |
| Profile |
How Jordan's firm compares
- The hourly rate is $200, below the Texas median of $250 for fee-only firms that publish prices.
- Benold Financial Planning's average account is about $756,000, from its Form ADV (assets managed divided by 184 accounts).
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Questions about Jordan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frisco
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Benold Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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