Jordan Benold, MBA, CFP®

Financial Planning for Working Professionals and Pre-Retirees

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Benold Financial Planning Jordan Benold, MBA, CFP®
Prosper, TX

Serving Clients Nationwide

Financial Planning for Working Professionals and Pre-Retirees

34 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Budgeting
  • Buying a House
  • Capital Gains
  • Financial Life Planning
  • Getting out of Debt
  • Investment Management
  • Retirement Planning
  • Taxes

About Jordan Benold, MBA, CFP®

Hi, I'm Jordan Benold. I am a CERTIFIED FINANCIAL PLANNER™ and a Registered Investment Advisor.

I graduated from Texas Christian University with a bachelor’s degree in Business Management. Later, I received a master’s degree in Finance from the University of North Texas.

My wife, Jessica, and I live in Frisco, TX, with our two children, Hadley and Lincoln. I am an active member of Preston Trail Community Church, where I help teach Financial Peace University and financial literacy courses. I have volunteered as a career and budget coach to the unemployed and financially unfortunate through the years.

Outside the office, I am an avid DFW sports fan, especially the TCU Horned Frogs. When I am not chasing my children, I enjoy reading, traveling, and Texas BBQ.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Master of Business Administration (MBA)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • Garrett Planning Network
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

130 N. Preston Road Prosper, TX 75078

Additional Locations

📍 116 W. 8th Street Georgetown, TX 78626

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Benold Financial Planning

We specialize in Cash Flow Analysis, Retirement Planning, Investment Planning, Insurance Needs Analysis, College Education Planning, Small Business Planning and Estate Plan Analysis.

WHAT MAKES US DIFFERENT

✅ Fiduciary. Benold Financial Planning professionals are 100% committed to acting as fiduciaries, the highest legal standard in a client/advisor relationship—a standard we believe all clients should demand! The fiduciary standard gives clients piece of mind, by reassuring them that we are only acting in the clients’ interests

✅ Fee-Only. Here at Benold Financial Planning we use a fee-only approach, because we take payment only from you, the client. This is mutually beneficial as it helps us to maintain goals that are aligned with those of our clients’ specific financial situations. As a fee-only firm we also receive no commissions, sell no products, and receive no kickbacks from the selection of any security recommended by us. Clients receive 100% fee-based financial guidance without a hidden agenda or conflicts of interest.

✅ CFP®. Our advisors are CFP® certified meaning we're Certified Financial Planners™. With this respected designation comes the knowledge that we have completed rigorous training and achieved certain education requirements. Furthermore, we uphold a strict ethical obligation to our clients, meaning our advice is always in your best interest.

WHO WE WORK WITH

Our clientele has changed through the years. Initially financial planning was to help baby boomers navigate retirement and for the wealthy with a million plus in assets. While that still holds true today, our financial planning services are available for everyone now. In fact, we have partnered with individuals and families in a variety of financial situations across the country.

While we don't have an asset or net worth minimum, most of our client's net worth is greater than $300,000. Not a fit? No worries, we don’t discriminate - just give us a call and we can discuss your situation. If we’re not the right resource for your needs, we can point you in the right direction.

Education

University of North Texas, MBA, Finance | Texas Christian University - M.J. Neeley School of Business, BBA, Management

Hobbies and Interests

  • Church
  • Family
  • Reading
  • Sports
  • Traveling

Who We Serve

  • Baby Boomers
  • Dual Income Family
  • Families
  • Gen X
  • Healthcare Professionals
  • Individuals
  • Physicians

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

5 Stars

✅ Wealthtender Certified Advisor Review™
May 22, 2025
We were very pleased with the financial services provided by BENOLD Financial planning. Jordan did a great job with providing a second opinion and look at future cash flow and retirement. The plan was very easy to understand. Thank you so much!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dana Winebrenner
Dana Winebrenner

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 7, 2025
I recently contacted Jordan to help with my retirement plan and review my current portfolio. I was very scared about hiring a financial planner to manage my portfolio and was happy to find someone who could simply answer my questions and help with a plan. I was not yet ready to just turn everything over to someone I didn't know. Jordan was fantastic to work with and very reasonable on an hourly basis. He reviewed my portfolio and put together an action plan that helped me to feel secure in my plan to retirement. He answered all of my questions and helped ease my fears. I will definitely be using Jordan in the future and hope to build a long relationship.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for melissa hulsey
melissa hulsey

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 9, 2025
I am very satisfied with Benold Financial Planning. I wanted a certified financial planner that I paid for specific advice. Jordan carefully listened to my desires, analyzed my portfolio and goals, and then provided tailored advice that was useful to my situation. I highly recommend Jordan at Benold Financial Planning
Relationship to Financial Advisor: Client as of Mar 9, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dan Williams
Dan Williams

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 24, 2025
My experience with Benold Financial Planning was exceptional. From the first introductory meeting to the consultations leading up to Jordan Benold presenting a personalized financial plan for me, I felt my concerns, priorities and life situations were heard and then well represented in the plan. The Benolds are friendly and a joy to work with - I highly recommend them! Dr. P. Laughlin
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for PL
PL

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 6, 2024
Highly recommend working with Jordan Benold. He was professional, thorough and extremely helpful. I was looking for a CFP equipped to address some both short and long term goals for me and my family - he was excellent.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Adam Bitner
Adam Bitner

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 25, 2024
Helpful and generous
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Timothy Donaghue
Timothy Donaghue

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 11, 2024
My wife and I worked with Jordan, and we have nothing but the best things to say. He was very attentive, patient, and had a quick turnaround with his recommendations. I highly recommend working with Jordan if you're thinking about getting your finances in order, you certainly won't be disappointed.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ahsan
Ahsan

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 10, 2024
We worked with Jordan and had a fantastic experience. We hadn't had a professional look our plan in a few decades and he took him time and told us all the reports he needed and after reading all of it presented us a very detailed analysis and plan options. It was just what we needed and would highly recommend him and his dad. And their rate was reasonable and they only bill for their time.
Relationship to Financial Advisor: Client as of Mar 10, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Curt Crawford
Curt Crawford

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 1, 2024
Jordan's advice was super helpful. He helped get my finances and investments in order and I'm grateful for his guidance. I would definitely recommend him to friends and family alike.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joe Esposito
Joe Esposito

5 Stars

✅ Wealthtender Certified Advisor Review™
Dec 18, 2023
Jordan has been a great resource for financial planning. I have enjoyed working with him.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Josh Hartwig
Josh Hartwig

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 26, 2023
Jordan is very responsive and easy to work with. He put together a strategic plan that I can follow with confidence.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jack Fleming
Jack Fleming

5 Stars

✅ Wealthtender Certified Advisor Review™
Jul 15, 2023
When choosing a Financial Planner on the internet you never know how it will all work out. Frank and I hit it out of the park with Jordan! He very patiently helped us plan for our upcoming retirement - answering questions and alleviating our uncertainty. Thank you Jordan for providing us an easy to follow plan ensuring a smooth transition to our next chapter of life.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for d7024
d7024

5 Stars

✅ Wealthtender Certified Advisor Review™
Apr 7, 2023
Jordan did a great job of understanding my financial situation and providing targeted advice on how to move forward with savings, investments and retirement planning. He helped me balance short-term vs. longer-term concerns and provide perspective on what I needed to do to achieve my financial goals. He is fee-only, does not sell products, and is invested in your financial success. I highly recommend Jordan.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bob Bell
Bob Bell

5 Stars

✅ Wealthtender Certified Advisor Review™
Feb 10, 2023
Jordan and Stephen have been incredibly supportive, stepping up when we needed extra help and adapting their service to help us out. And to make it even sweeter, we made a great return on our investments in a bad year. What more can one ask?
Relationship to Financial Advisor: Client as of Feb 10, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jo Bryan
Jo Bryan

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 30, 2023
Has help us get on the right side of life with debt and future savings. Best thing I have done was contact Jordan.
Relationship to Financial Advisor: Client as of Jan 30, 2023
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Ryan Lewis
Ryan Lewis

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 8, 2022
My wife and I contacted Jordan to get help building a strategic plan for investing, saving, and retirement. Jordan was an excellent communicator throughout the process, and he built us an incredibly robust plan. We feel confident in the planning advice that Jordan gave us, and we are looking forward to a long-term partnership.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Drue S.
Drue S.

5 Stars

✅ Wealthtender Certified Advisor Review™
Jan 1, 2022
Jordan built an extensive financial plan with a prioritized list of actions to improve our financial position. He was easy extremely responsive, very knowledgeable and a joy to work with. He is now our go-to for all financial planning.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Brian and Selena Hodgdon
Brian and Selena Hodgdon

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 4, 2021
This company is very professional and clearly has client satisfaction at the forefront. Jordan asked important questions, listened carefully, and assessed my situation before putting together a plan to move me forward. He never tried to "sell" or offer services I do not need, but rather established good foundations that leave the door open for when the time comes to take the next step. I recommend Benold Financial Planning. Thanks, Jordan!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Shelly Brandon
Shelly Brandon

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 22, 2021
Jordan was wonderful at helping me come up with a solid plan to ensure I was on the right track. He provided a very detailed action plan for me to follow that was extremely helpful! He showed me the proper allocation of funds for investments, which made it very easy to set up accounts. I highly recommend Jordan for his outstanding professionalism.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jackie Lillis
Jackie Lillis

5 Stars

✅ Wealthtender Certified Advisor Review™
Aug 4, 2021
Very happy with this group. Strong trustworthy reputation and demonstration of consistent and professional work brought me to them and I was not disappointed. My big scary financial worries we’re easily broken down and seemed much more manageable after meeting with team. They have my business for life!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Emily Tutt
Emily Tutt

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 19, 2020
Benold Financial Planning has been an invaluable resource for our family. They are quick to give thorough and thoughtful answers to our questions, and have helped us to set up to secure financial future.
Relationship to Financial Advisor: Client as of Oct 19, 2020
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Melissa Treybig
Melissa Treybig

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 28, 2020
   
Relationship to Financial Advisor: Client as of Sep 28, 2020
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Abbey
Abbey

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 1, 2019
   
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bernard Farkas
Bernard Farkas

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 29, 2019
If you're searching for knowledgeable financial counsel delivered with impeccable character the Benold team is for you! Stephen has the unique ability to deliver the desired amount of information in an easy to understand format. We highly recommend this father/son team!
Relationship to Financial Advisor: Client as of Sep 29, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Mike H
Mike H

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 18, 2019
I’ve been a small business owner since 2011 and I am so thankful to have had Jordan on my team since the beginning. He helped me set up my sole proprietorship and retirement plan (SEP-IRA). Each year he informs me how much to pay into my plan based on my profit. He also analyzes and handles my company’s investments to ensure I can retire at the age I would like to. Jordan is so easy to work with and very professional. He is a great listener and breaks down the high level financial information so I can understand. I can not recommend Benold Financial Planning enough for all your financial needs whether you’re a small business, family, organization, or corporation.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Benoir Designs
Benoir Designs

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 17, 2019
Stephen has provided outstanding financial planning services for Susan and me since 2014. Our quarterly meetings are always exceptionally informative, and we are consistently amazed at the breadth and depth of Stephen's understanding of financial markets and domestic and global economies, and his exceptional ability to translate this complex information understandably and to communicating its applicability to our personal financial goals and situation. We're delighted that Jordan has joined Stephen to enhance and strengthen the service Stephen has been provided. They are both exceptional professionals and special friends.
Relationship to Financial Advisor: Client as of Sep 17, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Jim Turley
Jim Turley

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 16, 2019
Because of the advise my wife and i received from Benold Financial, we are in good financial shape which enables us to enjoy our senior years and have no money worries.
Relationship to Financial Advisor: Client as of Sep 16, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joel Kutnick
Joel Kutnick

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 16, 2019
We are thrilled to have Jordan on our team as we start to think seriously about retirement. His high integrity, sense of urgency, and professionalism make him a wonderful partner. We can rest easy knowing that Jordan is helping us make decisions that will benefit us down the road, come what may.
Relationship to Financial Advisor: Client as of Sep 16, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Laura Murphree
Laura Murphree

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 16, 2019
Benold FP has allowed me to feel secure and confident that my retirement acct. is being well taken care. I have quarterly or bi-monthly appts. to review my retirement account. It has always done well and I completely trust Stephen Benold with his recommendations and suggestions for my financial planning/investments. I would highly recommend him.
Relationship to Financial Advisor: Client as of Sep 16, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Lori Ford
Lori Ford

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 16, 2019
Great service for many years with great results delivered by professionals with impeccable integrity and character. Very much appreciate and enjoy the service and the friendships developed.
Relationship to Financial Advisor: Client as of Sep 16, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Douglas Curran
Douglas Curran

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 16, 2019
Benold Financial Planning Rocks!
Relationship to Financial Advisor: Client as of Sep 16, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Daybreak Glass
Daybreak Glass

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 16, 2019
Benold Financial Planning has always done well by us. They are attentive, transparent, and professional. They are flat fee advisors who will represent your best interests, not the interests of a large corporation.
Relationship to Financial Advisor: Client as of Sep 16, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Robert Bachman
Robert Bachman

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 16, 2019
Stephen Benold has managed our finances since 2008. We have been more than pleased with him and his advice and recommendations. We feel confident in recommending Benold Financial Planning to others.
Relationship to Financial Advisor: Client as of Sep 16, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Dewana Gray
Dewana Gray

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 15, 2019
I have utmost confidence in this firm and their commitment to my financial security.
Relationship to Financial Advisor: Client as of Sep 15, 2019
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Bill Stubblefield
Bill Stubblefield
Get answers to frequently asked questions regarding the services offered by Jordan Benold, MBA, CFP® View Disclosures

FAQs

1. What does a financial planner do?
A financial planner helps you organize, grow, and protect your wealth by creating a personalized strategy for retirement, investments, taxes, and estate planning. At Benold Financial Planning, we act as fiduciaries, meaning we always put your best interests first.
2. Why should I work with a fiduciary financial planner?
A fiduciary is legally obligated to act in your best interest. Unlike brokers or sales-driven advisors, fiduciary planners like Benold Financial Planning are fee-only and do not earn commissions from selling products. This ensures unbiased advice tailored to your goals.
3. How do I know if I need a financial planner?
You may benefit from financial planning if you are: Approaching retirement and want clarity on income planning. Managing a growing investment portfolio. Inheriting wealth or selling a business. Concerned about taxes eating into your retirement savings. Seeking a trusted long-term partner for financial decisions.
4. What makes Benold Financial Planning different?
We are an independent, fee-only financial planning firm based in Prosper, Texas. Our approach is personal and relationship-driven—we limit the number of clients we serve, allowing us to provide highly customized strategies. Unlike big firms, you’ll always work directly with an owner of the company who knows your financial picture in detail.
5. How much does it cost to work with Benold Financial Planning?
We are transparent about fees. As a fee-only planner, we charge either an hourly fee or a percentage of assets under management (AUM). There are no hidden commissions or product sales. Your first consultation is complimentary, so you can see if we’re the right fit. Pricing
6. Do you only work with clients in Prosper, Texas?
While we are proud to serve our local Prosper and Dallas-Fort Worth community, we also work virtually with clients across Texas and throughout the U.S. Many of our clients are busy professionals, retirees, or business owners who value the flexibility of online meetings.
7. How do you help with retirement planning?
Retirement planning at Benold Financial Planning focuses on more than just investments. We help you: Determine how much you need to retire comfortably. Build a tax-efficient withdrawal strategy. Decide when to claim Social Security. Protect your income with the right insurance. Create a legacy plan for your family. Retirement Planning
8. Can you help reduce taxes in retirement?
Yes. Taxes are one of the biggest risks to retirement wealth. We specialize in strategies like Roth conversions, tax-efficient withdrawal sequencing, charitable giving (QCDs), and required minimum distribution (RMD) planning to help minimize your lifetime tax burden. Reduce Taxes
9. What is your investment philosophy?
Our investment approach is evidence-based and long-term focused. We build diversified portfolios tailored to your goals, risk tolerance, and timeline. Instead of chasing trends, we focus on consistent growth, risk management, and tax efficiency.
10. How do I get started with Benold Financial Planning?
It begins with a complimentary consultation. We’ll learn about your financial situation, goals, and concerns. From there, we create a personalized roadmap that can grow with you over time. You can schedule your free consultation directly through our website www.benoldfp.com Free Consultation