Benold Financial Planning is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated January 21, 2026, reports $139M in regulatory assets under management, 2 employees, 3 offices, and 184 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.7% of total clients.
Top client categories% of clientsClients
1
HNWI
61.7%
37
2
Individuals
31.7%
19
3
Charitable
6.7%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of January 21, 2026
Discretionary89.4%
$124M
89% of total RAUM89.4%
Non-discretionary10.6%
$15M
11% of total RAUM10.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$139M
Total Accounts184
10Y AUM Change+$13M (+10.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.