# Brian Behl

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

Page: https://find.wellspent.co/advisors/brian-behl/
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, CRPC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 5210998 (https://adviserinfo.sec.gov/individual/summary/5210998)
- **SEC registration:** Investment adviser representative in IL, WI
- **Exams passed:** Series 66 (2006)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://behlwealth.com

## Frequently asked questions

### Is Brian Behl a fee-only financial advisor?

Yes. Brian Behl is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Brian's firm.

### How does Brian charge for financial advice?

Brian charges an ongoing planning fee.

### Where is Brian Behl based?

Brian Behl is based in Delafield, Wisconsin.

### What does Brian specialize in?

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

### What credentials does Brian Behl hold?

Brian Behl holds the CFP and CRPC credentials.

### Is Brian Behl registered with the SEC?

Yes. Brian Behl is registered as an investment adviser representative in IL and WI (CRD 5210998), 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 Brian Behl?

Through Brian's website, behlwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45362): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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.