Larry Behage
Advisor at Behage Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Behage Financial
Location
Campbell, CA 95008
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
About
Larry Behage is a CFP® with eight years of experience in financial advising. He is the principal of Behage Financial, an independent firm based in Campbell, CA. In addition to his advisory work, he operates a tax preparation business during the first part of the year. Behage Financial provides investment management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm focuses on long-term investment strategies using mutual fund asset-management programs and conducts portfolio reviews at least quarterly, primarily managing accounts on a non-discretionary basis.
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.
Location
1500 E. Hamilton Avenue, Suite 212
Campbell, CA 95008
Most active in
Larry B has reported serving >5 clients in these states in the last 12 months.
California
Work history
Behage Tax
2021 - Present (5 years)
Behage Financial
2021 - Present (5 years)
Larry N. Behage, EA, CFP
2015 - 2021 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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