Behage Financial fees and pricing

Financial planner in Campbell, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 2, 2026, Behage Financial charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The hourly rate for Consultation Services starts at $300/hr.”

Payment and refund terms, quoted from the fee section of the brochure.

“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
“Upon termination of any account, any earned, unpaidfees will be due and payable.”
“Client may obtain a refund of a pre-paid fee if the advisory contract is terminated before the end of the billing period.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
None of the 3 other planners in Campbell that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and EA.
Registered as an adviser: 2011 (15 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 14
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $13,694,799
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 155519
Website: behagetax.com (opens in new tab)
Phone: (408) 425-9132

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.