Firm
Benold Financial Planning
Frisco, Texas
Fee-only
Benold Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 56 individual clients, 37 of them high net worth.
- Its average account is about $756,000 (assets it manages divided by its 184 accounts).
- Its hourly rate of $200 is below the Texas median of $250.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Frisco, Texas |
|---|---|
| Website | benoldfp.com |
Benold Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $200 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Hourly plans are $200 per hour and length depends on the scope of work required" source
"Asset-based rate starts at 1.00% of the first $1M and then 0.5% on anything over $1M." source
"Asset-based rate starts at 1.00% of the first $1M and then 0.5% on anything over $1M." source
"Hourly plans are $200 per hour and length depends on the scope of work required" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $139 million |
| Individual clients | 19 |
| High-net-worth clients | 37 |
| Accounts managed | 184 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-132320) |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 134258 |