Behlke Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,980,567
Total clients
69
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
69
Average account size
$420,008
About
Behlke Financial provides wealth management and financial planning primarily to individuals and families (including trusts, estates and retirement accounts) and also serves corporations and business-sponsored plans. The sole-proprietorship firm, registered in Ohio since 2005, manages roughly $29 million across discretionary and non-discretionary accounts and offers advisor-managed portfolios alongside written financial plans.
The firm delivers its portfolio management through a Wealth Management Platform that uses Osaic Wealth, Inc. for execution, clearing and custodial services, offering wrap-fee advisor-managed accounts composed of ETFs, mutual funds, equities, corporate and municipal bonds and other fixed-income securities; strategies may also include options, margin and short sales and rely on both fundamental and technical analysis. Clients work with the firm to establish objectives, risk tolerance, tax and liquidity considerations, may impose reasonable investment restrictions, and receive periodic rebalancing and account reviews.
Behlke Financial is atypical for a solo independent adviser because its advisory representatives are also registered representatives of a broker-dealer and the firm sponsors a wrap fee program, and its representatives are licensed insurance agents—arrangements that can result in commissions or internal revenue sharing in addition to advisory fees. The firm negotiates account fees on a client-by-client basis, generally expects a $50,000 minimum (flexible in certain cases), and emphasizes integrated execution and planning services through its broker-dealer affiliation and custodial arrangements.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Charitable giving & philanthropy
Fee options
Financial planning fees range from $500 to $10,000, fixed and mutually agreed upon.
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $749,999: 1.25% $750,000 - $1,249,999: 1.15% $1,250,000 - $1,999,999: 1.00% $2,000,000 - $24,999,999: 0.75% $25,000,000+: 0.50%
Commissions may be earned if transactions are conducted through Osaic, including for mutual funds and insurance products.
Account minimum: $50,000
Main office location
Behlke Financial
North Royalton OH, United States
Number of offices
1
Most active in
Behlke Financial has reported serving >5 clients in these states in the last 12 months.
Michigan · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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