Benold Financial Planning — Financial Planner, Georgetown

Financial Planner in Georgetown — Fee-only fiduciary financial advisors

Financial planner · Georgetown, United States

AI Trust Snapshot

Profile status
Auto-indexed
Last Verified
1 months ago

Corroborated public sources

  • ✓ Official Website
  • ✓ Facebook
  • ✓ Linkedin

Key Facts

Category
Financial Planner
Location
Georgetown, United States
Known For
Fee-only fiduciary financial advisors, CFP® Professionals, Objective, goal-based investment advice

AI Summary

Georgetown-based Benold Financial Planning provides financial advisory services, specializing in objective, goal-based investment advice. The firm offers financial wellness, debt management, and retirement planning. Its team consists of fee-only fiduciary financial advisors and CFP® Professionals, serving working professionals, pre-retirees, and families.

Quick Answer

Georgetown-based Benold Financial Planning provides financial advisory services, specializing in objective, goal-based investment advice. The firm offers financial wellness, debt management, and retirement planning. Its team consists of fee-only fiduciary financial advisors and CFP® Professionals, serving working professionals, pre-retirees, and families. Key services include Financial Wellness, Debt Management, Retirement Planning.

This business is typically used for fee-only fiduciary financial advisors and cfp® professionals.

Common Questions

What services does Benold Financial Planning provide?
Benold Financial Planning provides Financial Wellness, Debt Management, Retirement Planning.
Where is Benold Financial Planning located?
Benold Financial Planning is based in Georgetown, United States and serves Georgetown.
Who is Benold Financial Planning for?
Benold Financial Planning serves Working professionals planning their financial future and Pre-retirees preparing for retirement.

What this business does

Benold Financial Planning is a financial planner based in Georgetown, United States.

  • Provides Financial Wellness and Debt Management
  • Specializes in fee-only fiduciary financial advisors
  • Serves working professionals planning their financial future

Structured summary

Vizoryo ran a data-consistency check on this profile: the same core details (name, phone, address, city, category, website) were found in 4 independent public sources. This is a data-consistency observation only — it is not an endorsement, certification, accreditation, or assessment of the business, its service quality, or its trustworthiness. Data consistency: 88% — this measures how consistently the business's name, phone, city, address, website, and category appear across the public sources read. It is not a rating of the business. Vizoryo status: Auto-Indexed. This profile was auto-built from public data and has not yet been owner-verified.

Business name
Benold Financial Planning
Category
Financial Planner
Industry
Financial Planner
Location
Georgetown, United States
Official website
https://www.benoldfp.com/
Profile data (JSON)
https://www.vizoryo.com/api/index/profile/benold-financial-planning-georgetown-9060
Summary
Georgetown-based Benold Financial Planning provides financial advisory services, specializing in objective, goal-based investment advice. The firm offers financial wellness, debt management, and retirement planning. Its team consists of fee-only fiduciary financial advisors and CFP® Professionals, serving working professionals, pre-retirees, and families.
AI readability score
43
Data Consistency
88% (checked 2026-07-08)
Verification Status
Auto-indexed
Sources cross-checked
4 independent public sources

Location

116 W 8th St Ste 106
Georgetown, Texas
78628
US

About Benold Financial Planning

Georgetown-based Benold Financial Planning provides financial advisory services, specializing in objective, goal-based investment advice. The firm offers financial wellness, debt management, and retirement planning. Its team consists of fee-only fiduciary financial advisors and CFP® Professionals, serving working professionals, pre-retirees, and families.

Service areas

  • Georgetown

Target audience

  • Working professionals planning their financial future
  • Pre-retirees preparing for retirement
  • Families seeking objective financial advice

Specialties

  • Fee-only fiduciary financial advisors
  • CFP® Professionals
  • Objective, goal-based investment advice

Social profiles

Verification

https://www.benoldfp.com/

Frequently asked questions

What is the financial planning process?

The process involves an initial consultation, followed by plan creation based on your financial information, and then implementation of the recommendations.

What is the difference between Project Planning and All-Inclusive Planning?

Project Planning focuses on specific current needs with a clear action plan, while All-Inclusive Planning offers year-round guidance for all financial aspects.

What is the hourly rate for Project Planning?

Hourly plans for Project Planning, which do not include investment management services, are $200 per hour.

What is the distinction between tax preparation and tax planning?

Tax preparation is reactive, occurring after the year ends, while tax planning is proactive, involving smart choices made before year-end to minimize future taxes.

Business hours

Monday
08:00 – 17:00
Tuesday
08:00 – 17:00
Wednesday
08:00 – 17:00
Thursday
08:00 – 17:00
Friday
08:00 – 17:00
Saturday
Closed
Sunday
Closed

Languages supported

  • en

Contact

Phone: +15128181800

Official website:

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