Green Peaks Planning logo

Green Peaks Planning

Updated today
Find your advisor

Client assets under management

$46,094,651

Clients

109

8% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

55

Typical

Average account size

$422,887

About

Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high‑net‑worth clients. The firm reports discretionary assets under management of $46,094,651 as of December 31, 2025 and operates with two advisors serving roughly 90 clients.

The firm’s investment approach combines fundamental security analysis with Modern Portfolio Theory, using both passive and active funds and emphasizing strategic asset allocation with tactical deviations within defined tolerance ranges. Portfolios are customized to client objectives and risk tolerance and may include long‑term holdings, option strategies, and limited use of margin; the firm typically exercises discretionary trading authority.

Distinctive aspects include a formal menu of planning engagements beyond AUM‑based advisory work—ongoing comprehensive planning with onboarding and recurring service, project‑based plans, and hourly engagements—alongside traditional portfolio management. The brochure also notes that the firm does not aggregate client trades into block orders, leaves proxy voting to clients, works with custodians including Schwab, Lincoln Financial and Altruist (with Altruist custody tied to advisor relationships), may receive soft‑dollar benefits, may pay third‑party referral fees, and that the firm’s principal holds a ChFC designation.

Client services

Financial planning Portfolio management

Expertise

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Occupation focus

Founder/Business Owner

Fee options

Fixed

$500 - $7,500 depending on complexity and client needs

Percentage

$0 - $250,000: 1.95% $250,001 - $1,000,000: 1.50% $1,000,001+: 1.25%

Project-based

$200 - $300 per hour

Subscriptions

$500 - $1,500 per month, paid monthly in advance

Main office location

Green Peaks Planning

Surprise AZ, United States

Number of offices

2

Most active in

More info

Arizona · Louisiana · Nebraska · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 623-256-7167

Advisors at this firm

Scroll left Scroll right
user avatar

Bret H

ChFC®, Series 66

Surprise, AZ

Green Peaks Planning

Bret Hoffman is a financial advisor at Green Peaks Planning with 17 years of industry experience. He holds the ChFC® designation and a Series 66 license. His prior work includes roles at Edward Jones and Td Ameritrade, and he has operated as a sole proprietor since 2017. Outside of advising, he manages rental properties in Granby, Colorado. Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm combines fundamental security analysis with Modern Portfolio Theory, employing both passive and active funds to create customized portfolios aligned with client objectives and risk tolerance.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner
user avatar

Logan H

Series 65

Surprise, AZ

Green Peaks Planning

Logan Hauschild is a financial advisor at Green Peaks Planning with a Series 65 designation and one year of industry experience. Prior to joining Green Peaks Planning, he worked at Red Robin for six years and was a full-time student for seventeen years. Green Peaks Planning provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients, managing over $46 million in assets. The firm combines fundamental security analysis with Modern Portfolio Theory, offering customized portfolios and a range of planning engagements beyond traditional asset management.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")