# Green Peaks Planning

> Green Peaks Planning is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 319207
- Filed as: GREEN PEAKS PLANNING
- Legal name: Green Peaks Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319207
- AdvisorCensus page: https://advisorcensus.com/firm/green-peaks-planning-319207

## Quick answers

**How is Green Peaks Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Green Peaks Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Green Peaks Planning registered with the SEC or a state?**
Green Peaks Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319207.

**How much does Green Peaks Planning manage?**
Green Peaks Planning reports $46,094,651 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (100% discretionary).

**What types of clients does Green Peaks Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (9).

**Does Green Peaks Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319207

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $46,094,651
- Discretionary: $46,094,651
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $25,577,914 |
| High net worth individuals | 9 | $20,516,737 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, LA, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greenpeaksplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Green Peaks Planning (CRD 319207): Form ADV filing data as of October 2026.