Stephen Benold
Benold Financial Planning · Georgetown, Texas
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.
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Facts
| Firm | Benold Financial Planning |
|---|---|
| Based in | Georgetown, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $139.1M across 184 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 4914261 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.benoldfp.com |
How Stephen's firm compares
- 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 Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Georgetown
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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