Green Peaks Planning
Firm details
- Headquarters
- ,
- CRD number
- 319207
- Website
- www.greenpeaksplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.49%
- HNWI44.51%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Green Peaks Planning is an independent registered investment adviser operated as an LLC and owned by an individual. The firm focuses on serving individuals and families, delivering financial planning and portfolio management for individual clients and small businesses. Its fee model is flexible and includes assets-under-management fees, hourly billing, and fixed-fee arrangements. Green Peaks Planning does not identify as a capital allocator and does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents3%
- Derivatives1%
Contacts
3 of 3
Brian Laurie
Financial AdvisorCRD 6800187
Logan Hauschild
Investment Advisor RepresentativeCRD 8083212
Bret Hoffman
Founder & Financial AdvisorCRD 5619349
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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