Behavior Shift
4yrs
4 years in the industry
Behavior Shift
Location not listed. Legal name: Kevin and Melissa LLC
About the firm
A registered investment advisory firm. It manages about $664,290 for roughly 2 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$332,145
Assets under management ?$664,290
Individual clients2
Median years of experience4
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Behavior Shift
1Advisors
4Median years of experience
1States with offices
–Offices
Also known as
Kevin and Melissa LLC
About Behavior Shift
How do I contact Behavior Shift?
Call the main office at 951-635-7687. The main office is at , .
How is Behavior Shift paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Behavior Shift offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Behavior Shift?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.