Behage Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Behage Financial is a fee‑only registered investment adviser that serves individuals, small businesses and some high‑net‑worth clients, managing roughly $13.7 million across a small roster of client relationships. The firm offers non‑discretionary portfolio management, financial planning and consultation services, and operates a separate tax‑preparation business it may recommend to advisory clients.
The firm predominantly manages assets on a non‑discretionary basis, constructing diversified portfolios from equities, fixed income, mutual funds, ETFs and other instruments and conducting quarterly reviews with rebalancing as appropriate. Investment decisions are informed by a mix of fundamental, cyclical and technical/charting analysis and require client approval under a limited power‑of‑attorney; advisory fees are charged as a percentage of assets under management.
Distinctive aspects include the adviser’s combination of Certified Financial Planner and Enrolled Agent credentials, which supports integrated tax and investment discussions via the affiliated tax practice—an arrangement less common among independent firms. The primary use of non‑discretionary authority and the firm’s small, concentrated client base also set it apart from peers that more often employ discretionary management or serve larger client rosters.
Client services
Expertise
Fee options
$0 - $200,000: 1.00% $200,001 - $500,000: 0.75% $500,001+: 0.50%
Consultation services starting at $300 per hour; negotiable based on complexity.
Account minimum: $350,000 Fee-only: Investment advisory fees based on assets under management; consultation services hourly at $300/hr starting rate.
Main office
1500 E. Hamilton Avenue, Suite 212
Campbell CA 95008
Advisors at this office
1
Most active in
California
Also doing business as
Behage Financial · Larry N. Behage, Ea, Cfp® · Larry Neil Behage · Preferred Tax & Financial Services · Preferred Tax And Financial Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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