Bret Hoffman
Green Peaks Planning · Surprise, Arizona
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.
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Specialties
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 |
| Assets under management | $46.1M across 109 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in AZ, LA, NE, TX · CRD 5619349 |
| Exams passed | Series 66 (2009) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.greenpeaksplanning.com |
| Profile |
How Bret's firm compares
- Green Peaks Planning's average account is about $423,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Bret
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Green Peaks Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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