Brian Behl, CFP®, CRPC® Behl Wealth Management

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About Brian Behl, CFP®, CRPC®, CDFA™

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money.

Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian’s favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him.

Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner®, a Chartered Retirement Planning Counselor® and a Certified Divorce Financial Analyst™. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University.

When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers.

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Ideal Clients

  • Baby Boomers
  • Investment Planning & Management
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options:

  • Monthly Fee: $250+/mo
  • Flat Fee: $2,500+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 0.80%

SEC Records: