SB
Stephen D. Benold
BENOLD FINANCIAL PLANNING
Georgetown, TX
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CRD#: 4914261
SB
Professional summary
Stephen Douglas Benold, CFP® is a registered financial advisor currently at BENOLD FINANCIAL PLANNING located in Georgetown, Texas.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Stephen has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am employed part time as the medical director of the Williamson County (Texas) Juvenile Justice Center. This is not investment related. The address is 200 Wilco Way, Georgetown, Texas 78626.This is the detention center for juvenile criminals.I began employment here in September of 2005. I spend about 10 hours a month performing medical care for the inmates and medical administrative duties.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Douglas Benold's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
February 28, 2020 - Present
BENOLD FINANCIAL PLANNING
RIA
CRD#: 134258
Georgetown, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BENOLD FINANCIAL PLANNING
BENOLD FINANCIAL PLANNING | THE BENOLD COMPANY | STEPHEN D. BENOLD,DOING BUSINESS AS THE BENOLD COMPANY | BENOLD, STEPHEN, DOUGLAS | BENOLD FINANCIAL PLANNING INC.
CRD#: 134258 / SEC#: 801-132320
RIA
Registered Investment Advisory firm - (4/2/2025 Approved)Texas
Registered Investment Advisory firm - (4/8/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/28/2020)
Exams
Current Firm
BF
BENOLD FINANCIAL PLANNING
BENOLD FINANCIAL PLANNING | THE BENOLD COMPANY | STEPHEN D. BENOLD,DOING BUSINESS AS THE BENOLD COMPANY | BENOLD, STEPHEN, DOUGLAS | BENOLD FINANCIAL PLANNING INC.
CRD#: 134258 / SEC#: 801-132320
RIA
Registered Investment Advisory firm - (4/2/2025 Approved)Texas
Registered Investment Advisory firm - (4/8/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Georgetown, TX
Mailing Address
Phone number
(512) 818-1800
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 174 |
| AUM (Assets Under Management) | $ 126,057,690 |
Red Flags
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