Jordan D. Benold
BENOLD FINANCIAL PLANNING
Prosper, TX 75078
Some features on this profile are disabled
CRD#: 7138759
Professional summary
Jordan Douglas Benold, CFP® is a registered financial advisor currently at BENOLD FINANCIAL PLANNING located in Prosper, Texas.
Jordan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jordan has worked at 1 firm .
Biography
My name is Jordan Benold, and I am a Certified Financial Planner™ at Benold Financial Planning.
I have a passion for financial planning and guiding people through the thicket of financial jargon, rules and regulations to help them achieve financial independence. I want my clients to feel confident and safe that they are making the correct decisions for their personal situation.
I aide pre-retirement professionals through the following topics:
? Investment Management
? Risk (Insurance) Analysis
? Retirement Planning
? Tax Planning
? College Education Planning
? Estate Planning
However, as a fiduciary fee-only financial planner, I do not engage in the below:
? Commissions
? Sales
? Products
Please reach out to me if you have any questions or would like to schedule a free consultation.
?? 817-235-6863
?? jordan@benoldfp.com
?? https://calendly.com/jordanbfp/
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Life Transitions
Education Planning
Small Business Planning
Insurance Planning
Budgeting
Retirement Income Management
Health Care
Employee and Employer Plan Ben...
Retirement Planning
Debt Management
Social Security Planning
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jordan 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: 2019
Experience
Current
June 27, 2019 - Present
BENOLD FINANCIAL PLANNING
Office #1: 130 N. Preston Road, Prosper, TX 75078RIA
CRD#: 134258
Prosper, 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(6/27/2019)
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
