Bret Hoffman is a ChFC-designated registered investment advisor at Green Peaks Planning, based in Surprise, AZ, with 17 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 109 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
Surprise, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Bret is a sole proprietor who owns and manages two rental properties in Granby, CO. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Green Peaks Planning
Previous Registrations
Edward Jones
Edward JonesBroker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.