# Brett Polzin

> Brett Polzin is a fee-only financial advisor at Eight Peaks Wealth Management in Parker, Colorado, who holds the CFP and EA credentials. Brett charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $6,300 a year and one-time plans from $3,600) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/brett-polzin/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Eight Peaks Wealth Management
- **Based in:** Parker, Colorado
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $6,300 a year; one-time plans from $3,600; $360 an hour; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.2M across 27 accounts
- **Credentials:** CFP, EA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees, High earners, HENRY (High Earners, Not Rich Yet)
- **CRD:** 6198165 (https://adviserinfo.sec.gov/individual/summary/6198165)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 66 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://eightpeakswealth.com

## Frequently asked questions

### Is Brett Polzin a fee-only financial advisor?

Yes. Brett Polzin is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brett's firm.

### How does Brett charge for financial advice?

Brett charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Brett charge?

According to Eight Peaks Wealth Management's website, checked October 28, 2026: ongoing planning from $6,300 a year; one-time plans from $3,600; $360 an hour; 1% a year on the first tier of assets managed.

### Does Brett work with clients virtually?

Yes. Eight Peaks Wealth Management says on its website that it works with clients remotely.

### Where is Brett Polzin based?

Brett Polzin is based in Parker, Colorado.

### What does Brett specialize in?

Brett's specialties include retirement planning, tax planning and estate & legacy planning. Brett works with pre-retirees, retirees, high earners and HENRY (High Earners, Not Rich Yet).

### What credentials does Brett Polzin hold?

Brett Polzin holds the CFP and EA credentials.

### Is Brett Polzin registered with the SEC?

Yes. Brett Polzin is registered as an investment adviser representative in CO (CRD 6198165), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Eight Peaks Wealth Management manage?

Eight Peaks Wealth Management reports $2.2M across 27 accounts in assets under management.

### How do I contact Brett Polzin?

Through Brett's website, eightpeakswealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50203): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.eightpeakswealth.com/): specialties, clients served, and fees, checked October 28, 2026

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