Overview
Assets Under Management: $139 million
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
BENOLD FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134258), BENOLD FINANCIAL PLANNING is subject to fiduciary duty under federal law.
BENOLD FINANCIAL PLANNING serves 37 high-net-worth clients according to their SEC filing dated January 21, 2026. View client details ↓
According to their SEC Form ADV, BENOLD FINANCIAL PLANNING offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BENOLD FINANCIAL PLANNING manages $139 million in client assets according to their SEC filing dated January 21, 2026.
According to their SEC Form ADV, BENOLD FINANCIAL PLANNING serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 184
Discretionary Accounts: 170
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 134258
Filing ID: 2043695
Last Filing Date: 2026-01-21 15:46:22