Brian Laurie
Green Peaks Planning · Surprise, Arizona
Brian Laurie is a fee-only financial advisor at Green Peaks Planning in Surprise, Arizona. Brian 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 |
| SEC registration | Investment adviser representative in AZ · CRD 6800187 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.greenpeaksplanning.com |
| Profile |
How Brian'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 Brian
Is Brian Laurie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?
Brian's firm, Green Peaks Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Laurie based?
Brian Laurie is based in Surprise, Arizona.
What does Brian specialize in?
Brian's specialties include retirement planning and estate & legacy planning.
Is Brian Laurie registered with the SEC?
Yes. Brian Laurie is registered as an investment adviser representative in AZ (CRD 6800187), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Green Peaks Planning manage?
Green Peaks Planning reports $46.1M across 109 accounts in assets under management.
How do I contact Brian Laurie?
Through Brian'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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