PlannerFees

Behl Wealth Management fees and pricing

Financial planner in Delafield, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 2, 2026, Behl Wealth Management charges $300 an hour, a flat or project fee of $3,500⁠-⁠$15,000, a monthly fee of $300⁠-⁠$1,500, and an annual fee of $4,000 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
“Additionally, Financial Planning is available at an hourly rate of $300 per hour.”
Flat or project fee
$3,500⁠-⁠$15,000
“The fixed fee is typically $3,500 to $15,000 based on complexity.”
Monthly fee
$300⁠-⁠$1,500/mo
“Comprehensive Financial Planning consists of an upfront charge typically ranging from $2,500 to $10,000, and an ongoing fee that is paid monthly, in advance, typically ranging from $300 to $1,500 per month.”
Annual fee
$4,000/yr
“Our standard advisory fee is based on the market value of the assets under management and is calculated as follows: 7 There is a minimum annual fee of $4,000 per year for all households.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Behl Wealth Management bills

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

  • “The annual fees and minimums are negotiable and are pro-rated and paid in advance on a monthly basis.”
  • “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
  • “The fee may be negotiable in certain cases.”

How Behl Wealth Management’s fees compare

  • Its hourly rate of $300 matches the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • Its flat or project fee of $3,500-$15,000 is above the Wisconsin median of $3,000. 79% of the 73 other Wisconsin planners that publish a flat or project fee charge less.
  • Its annual fee of $4,000 is below the Wisconsin median of $5,000. 36% of the 25 other Wisconsin planners that publish an annual fee charge less.

About Behl Wealth Management

  • Principal: Brian Behl
  • Firm size: 3 employees.
  • Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Minimum
$4,000 minimum fee (stated in brochure)
Clients
59
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$48,239,226
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
300281
Website
instagram.com/behlwealth (opens in new tab)
Phone
(262) 275-4025

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