# Stephen Benold

> Stephen Benold is a fee-only financial advisor at Benold Financial Planning in Georgetown, Texas, who holds the CFP credential. Benold Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-benold/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Benold Financial Planning
- **Based in:** Georgetown, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $139.1M across 184 accounts
- **Credentials:** CFP
- **CRD:** 4914261 (https://adviserinfo.sec.gov/individual/summary/4914261)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.benoldfp.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Benold Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Benold Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Benold based?

Stephen Benold is based in Georgetown, Texas.

### What credentials does Stephen Benold hold?

Stephen Benold holds the CFP credential.

### Is Stephen Benold registered with the SEC?

Yes. Stephen Benold is registered as an investment adviser representative in TX (CRD 4914261), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Stephen Benold?

Through Stephen's website, www.benoldfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4914261): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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