Brett Peltzer
Intrack Investment Management · South Burlington, Vermont
Brett Peltzer is a fee-only financial advisor at Intrack Investment Management in South Burlington, Vermont, who holds the CFA credential. Intrack Investment Management reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Intrack Investment Management |
|---|---|
| Based in | South Burlington, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $275.7M across 590 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 1146171 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.intrackinvest.com |
How Brett's firm compares
- Intrack Investment Management's average account is about $467,000, from its Form ADV (assets managed divided by 590 accounts).
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Questions about Brett
Is Brett Peltzer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and Intrack Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, Intrack Investment Management, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Brett Peltzer based?
Brett Peltzer is based in South Burlington, Vermont.
What credentials does Brett Peltzer hold?
Brett Peltzer holds the CFA credential.
Is Brett Peltzer registered with the SEC?
Yes. Brett Peltzer is registered as an investment adviser representative in MA, NH and TX (CRD 1146171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Intrack Investment Management manage?
Intrack Investment Management reports $275.7M across 590 accounts in assets under management.
How do I contact Brett Peltzer?
Through Brett's website, www.intrackinvest.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
- 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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