Brian Behl
Behl Wealth Management · Delafield, Wisconsin
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.
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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 · CRPC |
| SEC registration | Investment adviser representative in IL, WI · CRD 5210998 |
| Exams passed | Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | behlwealth.com |
| Profile |
How Brian'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 Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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