Brett Polzin
Eight Peaks Wealth Management · Parker, Colorado
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- High earners
- HENRY (High Earners, Not Rich Yet)
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 |
| Accepting new clients | Yes |
| Assets under management | $2.2M across 27 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CO · CRD 6198165 |
| Exams passed | Series 66 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | eightpeakswealth.com |
| Profile |
How Brett's firm compares
- Ongoing planning starts at $6,300 a year, in line with the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,600, above the Colorado median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $360, above the Colorado median of $290 for fee-only firms that publish prices.
- Eight Peaks Wealth Management's average account is about $81,000, from its Form ADV (assets managed divided by 27 accounts).
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Questions about Brett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Eight Peaks Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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