Larry Behage
Behage Financial · Campbell, California
Larry Behage is a fee-only financial advisor at Behage Financial in Campbell, California, who holds the CFP credential. Behage Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Behage Financial |
|---|---|
| Based in | Campbell, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $13.7M across 36 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4482567 |
| Exams passed | Series 63 (2002) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.behagetax.com |
How Larry's firm compares
- Behage Financial's average account is about $380,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Larry
Is Larry Behage a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Larry holds no broker registration, and Behage Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Larry charge for financial advice?
Larry's firm, Behage Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Larry Behage based?
Larry Behage is based in Campbell, California.
What credentials does Larry Behage hold?
Larry Behage holds the CFP credential.
Is Larry Behage registered with the SEC?
Yes. Larry Behage is registered as an investment adviser representative in CA (CRD 4482567), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Behage Financial manage?
Behage Financial reports $13.7M across 36 accounts in assets under management.
How do I contact Larry Behage?
Through Larry's website, www.behagetax.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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