Andrew Polzin
Behl Wealth Management · Delafield, Wisconsin
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Behl Wealth Management |
|---|---|
| Based in | Delafield, Wisconsin |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $48.2M across 225 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 7601025 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | behlwealth.com |
| Profile |
How Andrew's firm compares
- Behl Wealth Management's average account is about $214,000, from its Form ADV (assets managed divided by 225 accounts).
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Behl Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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