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Benold Financial Planning

EST. AUM
$139,050,428

CONTACTS
2

CLIENT ACCOUNTS
184

Firm Details

Metro area Austin
CRD Number 134258
Website benoldfp.com
Client types

Overview

Benold Financial Planning Inc. is a fee-only, fiduciary financial planning firm based in Frisco, Texas. Founded in 2005 by Dr. Stephen Benold, a former family physician, the firm specializes in providing comprehensive financial planning services to families, with a particular focus on medical professionals. The firm offers a range of services including retirement planning, estate planning, investment management, and insurance analysis. Operating as a fiduciary, Benold Financial Planning Inc. is committed to acting in the best interests of its clients, ensuring unbiased advice without commissions or referral fees.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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