Benold Financial Planning

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

130 N Preston Rd, Prosper, Texas, 75078,...

Phone Number

(817) 235-6863

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Benold Financial Planning

Benold Financial Planning is a Texas-based financial advisory firm specializing in comprehensive financial planning services for families, working professionals, and pre-retirees. Their team of CERTIFIED FINANCIAL PLANNER (CFP) professionals offers fee-only fiduciary services, ensuring that all advice is in the best interest of their clients without any sales or commissions. The firm provides a range of solutions including financial wellness, debt management, retirement planning, investment management, tax planning, and insurance optimization. With locations in Dallas, Austin, and Frisco, Benold Financial Planning is dedicated to helping clients achieve financial security and independence.Explore more
Benold Financial Planning's Social MediaPopular SearchesBenold Financial PlanningBenold Financial Planning IncSIC Code 62,628NAICS Code 52,523Show more

Benold Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Benold Financial Planning

<$5M
1-10
Private
-
2005
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2002
GM
Greg MurphyClient Services Coordinator
<$5M
1-10
Private
-
2014
ES
Erik SelnessWealth Advisor
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Low Activity

High Activity

Activity Insights

Benold Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Benold Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Benold Financial Planning.

Benold Financial Planning Tech Stack

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Frequently Asked Questions Regarding Benold Financial Planning

What is Benold Financial Planning's official website?
Benold Financial Planning's official website is www.benoldfp.com
What is Benold Financial Planning's Revenue?
Benold Financial Planning's revenue is <$5 Million
What is Benold Financial Planning's SIC code?
Benold Financial Planning's SIC: 62,628
What is Benold Financial Planning's NAICS code?
Benold Financial Planning's NAICS: 52,523
How many employees does Benold Financial Planning have?
Benold Financial Planning has 1-10 employees
What industry does Benold Financial Planning belong to?
Benold Financial Planning is in the industry of: Finance, Securities Trading
What is Benold Financial Planning competition?
Benold Financial Planning top competitors include: Sea Clear Financial Planning, Dogwood Wealth Advisors, Copper Canyon Wealth Management, Vertex Capital Advisors
What technology does Benold Financial Planning use?
Some of the popular technologies that Benold Financial Planning uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft Dynamics CRM, Microsoft 365
How do I contact Benold Financial Planning?
Benold Financial Planning contact info: Phone number: (817) 235-6863 Website: www.benoldfp.com
What does Benold Financial Planning do?

Benold Financial Planning is a Texas-based financial advisory firm specializing in comprehensive financial planning services for families, working professionals, and pre-retirees. Their team of CERTIFIED FINANCIAL PLANNER (CFP) professionals offers fee-only fiduciary services, ensuring that all advice is in the best interest of their clients withou... t any sales or commissions. The firm provides a range of solutions including financial wellness, debt management, retirement planning, investment management, tax planning, and insurance optimization. With locations in Dallas, Austin, and Frisco, Benold Financial Planning is dedicated to helping clients achieve financial security and independence.Read More

What are Benold Financial Planning social media links?
Benold Financial Planning Linkedin page Benold Financial Planning Facebook page
Is Benold Financial Planning a public company?
Benold Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Benold Financial Planning

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