A complete list of active advisors currently associated with Behage Financial
Warmer can help you find a great advisor at Behage Financial or one who fits your needs even better.
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.
To learn more about the advisors currently working at Behage Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Campbell, CA
| 9
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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