# Bret Hoffman

> Bret Hoffman is a fee-only financial advisor at Green Peaks Planning in Surprise, Arizona, who holds the ChFC credential. Bret focuses on retirement planning and estate & legacy planning. Green Peaks Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bret-hoffman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Green Peaks Planning
- **Based in:** Surprise, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $46.1M across 109 accounts
- **Credentials:** ChFC
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5619349 (https://adviserinfo.sec.gov/individual/summary/5619349)
- **SEC registration:** Investment adviser representative in AZ, LA, NE, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.greenpeaksplanning.com

## Frequently asked questions

### Is Bret Hoffman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bret holds no broker registration, and Green Peaks Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bret charge for financial advice?

Bret's firm, Green Peaks Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bret Hoffman based?

Bret Hoffman is based in Surprise, Arizona.

### What does Bret specialize in?

Bret's specialties include retirement planning and estate & legacy planning.

### What credentials does Bret Hoffman hold?

Bret Hoffman holds the ChFC credential.

### Is Bret Hoffman registered with the SEC?

Yes. Bret Hoffman is registered as an investment adviser representative in AZ, LA, NE and TX (CRD 5619349), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Green Peaks Planning manage?

Green Peaks Planning reports $46.1M across 109 accounts in assets under management.

### How do I contact Bret Hoffman?

Through Bret's website, www.greenpeaksplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5619349): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.greenpeaksplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.