Eight Peaks Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$360/hr

“Fixed fee rates range between $360 to $18,000 and our hourly rate is $360, with a three-hour minimum.”

Flat or project fee

$4,200⁠-⁠$36,000

“Ongoing Financial Planning Ongoing financial planning engagements are billed at a fixed price that ranges from $4,200 to $36,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Eight Peaks Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “No increase to the agreed-upon advisory fees outlined in the Advisory Contract shall occur without prior Client consent. 7 Investment Management Services The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Clients may also pay by electronic funds transfer (EFT) or check.”

How Eight Peaks Wealth Management’s fees compare

• Its hourly rate of $360 is above the Colorado median of $300. 77% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Parker that publish an hourly rate charge less.
• Its flat or project fee of $4,200-$36,000 spans the Colorado median of $5,250. 93% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Parker that publish a flat or project fee charge less.

About Eight Peaks Wealth Management

• Principal: Brett Polzin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

20

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$2,200,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327701

Website

eightpeakswealth.com (opens in new tab)

Phone

(720) 481-9300

Other planners in Parker that publish fees

• Conexus Capital Management, LLCParker$550/hr, $5,000⁠-⁠$10,000
• High Peaks Wealth StrategiesParker$39⁠-⁠$99/mo, $468⁠-⁠$1,108/yr
• JdyeageradvisorsParker$350
• Oatley & Diak, LLC.Parker$300/hr
• Truevector Wealth AdvisorsParker$300/hr, $2,000⁠-⁠$10,000

Compare all 12 planners in Parker