# Andrew Polzin

> Andrew Polzin is a fee-only financial advisor at Behl Wealth Management in Delafield, Wisconsin, who holds the CFP credential. Andrew charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/andrew-polzin/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Behl Wealth Management
- **Based in:** Delafield, Wisconsin
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $48.2M across 225 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7601025 (https://adviserinfo.sec.gov/individual/summary/7601025)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2023)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://behlwealth.com

## Frequently asked questions

### Is Andrew Polzin a fee-only financial advisor?

Yes. Andrew Polzin is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andrew's firm.

### How does Andrew charge for financial advice?

Andrew charges an ongoing planning fee.

### Where is Andrew Polzin based?

Andrew Polzin is based in Delafield, Wisconsin.

### What does Andrew specialize in?

Andrew's specialties include retirement planning, tax planning and estate & legacy planning. Andrew works with retirees and pre-retirees.

### What credentials does Andrew Polzin hold?

Andrew Polzin holds the CFP credential.

### Is Andrew Polzin registered with the SEC?

Yes. Andrew Polzin is registered as an investment adviser representative in WI (CRD 7601025), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Behl Wealth Management manage?

Behl Wealth Management reports $48.2M across 225 accounts in assets under management.

### How do I contact Andrew Polzin?

Through Andrew's website, behlwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/andrew-polzin-85662): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.behlwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.