This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-06-2022
- Office Locations
- 3
Office Locations
About Green Peaks Planning
Green Peaks Planning is a fiduciary wealth management and financial planning firm serving individuals and families with custom, holistic plans covering tax-advantaged retirement strategies (including Roth planning), 401(k) rollovers, estate and legacy planning, and protection planning. Portfolios emphasize liquid vehicles such as ETFs and public funds, with custody through firms like Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 109 clients, or 36.3 clients per representative. That equates to $422.9K in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Green Peaks Planning's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Green Peaks Planning record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Bret T Hoffman
Chief Compliance Officer, Financial Advisor, Founder
- CRD
- #5619349
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
LOGAN Mitchell HAUSCHILD
Financial Advisor
- CRD
- #8083212
Brian David Laurie
--
- CRD
- #6800187
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,094,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,094,651 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Green Peaks Planning has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.