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BENOLD FINANCIAL PLANNING

· CRD 134258 · IAPD ↗ · benoldfp.com · 512-818-1800

$139.1MRegulatory AUM
2Advisory reps
2Employees
20Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — BENOLD FINANCIAL PLANNING added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2025 — BENOLD FINANCIAL PLANNING (location n/a) is newly SEC-registered with $126.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.