# Benold Financial Planning

> Benold Financial Planning is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 134258
- Filed as: BENOLD FINANCIAL PLANNING
- Legal name: Benold Financial Planning Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134258
- AdvisorCensus page: https://advisorcensus.com/firm/benold-financial-planning-134258

## Quick answers

**How is Benold Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Benold Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Benold Financial Planning charge?**
Its Form ADV Part 2A brochure dated January 21, 2026 states: Hourly rate: $200 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Benold Financial Planning registered with the SEC or a state?**
Benold Financial Planning is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 134258.

**How much does Benold Financial Planning manage?**
Benold Financial Planning reports $139,050,428 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (89% discretionary).

**How have Benold Financial Planning's assets and staff changed since 2025?**
In the Form ADV data for Benold Financial Planning: Regulatory assets under management: $126,057,690 in the October 2025 data and $139,050,428 in the October 2026 data, up 10%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Benold Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (37); individuals (other than high net worth individuals) (19); charitable organizations (4).

**Which custodians does Benold Financial Planning use?**
Benold Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Benold Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134258

**Does Benold Financial Planning state an account minimum?**
Its Form ADV Part 2A brochure dated January 21, 2026 says: "There is an account minimum of $300,000, which may be waived by BFP in its discretion."

**What changed in Benold Financial Planning's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $126,057,690 to $139,050,428 (+10%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 21, 2026)

- Account minimum: $300,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $300,000, which may be waived by BFP in its discretion.

- Hourly rate: $200 an hour

> The hourly fee for these services is $200.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $139,050,428
- Discretionary: $124,339,465
- Non-discretionary: $14,710,963

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 19 | $13,062,153 |
| High net worth individuals | 37 | $110,410,859 |
| Charitable organizations | 4 | $15,577,416 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Prosper, TX

### Websites listed on Form ADV (Item 1.I)
- benoldfp.com
- LinkedIn @jbenold

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $126,057,690 | 2 | March 3, 2025 |
| October 2026 | $139,050,428 | 2 | January 21, 2026 |

Regulatory assets under management: $126,057,690 in the October 2025 data and $139,050,428 in the October 2026 data, up 10%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $126,057,690 to $139,050,428 (+10%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Benold Financial Planning (CRD 134258): Form ADV filing data as of October 2026.