Firm
Behl Wealth Management
Delafield, Wisconsin
Fee-only
Behl Wealth Management at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 59 individual clients, 28 of them high net worth.
- Its average account is about $214,000 (assets it manages divided by its 225 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Delafield, Wisconsin |
|---|---|
| Website | behlwealth.com |
| [email protected] | |
| Phone | (262) 275-4025 |
Behl Wealth Management fees
Behl Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $48 million |
| Individual clients | 31 |
| High-net-worth clients | 28 |
| Accounts managed | 225 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 300281 |