Benold Financial Planning

Overview

Benold Financial Planning is an independent registered investment advisor offering financial planning and portfolio management to individuals, families, small businesses and institutions. The firm uses a fee mix that includes a percentage of assets under management, hourly charges and fixed fees, which allows flexibility for both ongoing advisory relationships and project-based work. Investment activity is tilted toward publicly traded equities: the firm favors exchange-traded securities and ETF-based exposures as the core building blocks of client portfolios, while supplementing those positions with mutual funds and annuities for targeted needs. The firm is not positioned as a capital allocator, but it does commit to third-party managers for alternative exposure, principally real estate. Benold Financial Planning does not identify as an active ESG investor. Its advisory scope, per its filings, spans comprehensive financial planning and discretionary portfolio management for individual and institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices