# Brett Croft

> Brett Croft is a fee-only financial advisor at Croft Financial Planning in Newbury, New Hampshire, who holds the CFA, CFP and CTFA credentials. Brett charges hourly fees and a one-time planning fee ($450 an hour and no asset minimum) and focuses on estate & legacy planning, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/brett-croft/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Croft Financial Planning
- **Based in:** Newbury, New Hampshire
- **Fee model:** Hourly; One-time planning fee
- **Fees (firm's website):** $450 an hour; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFA, CFP, CTFA
- **Specialties:** Estate & legacy planning, Tax planning, Retirement planning
- **Works with:** Physicians
- **CRD:** 5630147 (https://adviserinfo.sec.gov/individual/summary/5630147)
- **SEC registration:** Investment adviser representative in NH, NY
- **Exams passed:** Series 65 (2008), Series 63 (2011), Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://croftfinancialplanning.com

## Frequently asked questions

### Is Brett Croft a fee-only financial advisor?

Yes. Brett Croft is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brett's firm.

### How does Brett charge for financial advice?

Brett charges hourly fees and a one-time planning fee.

### How much does Brett charge?

According to Croft Financial Planning's website, checked October 28, 2026: $450 an hour; no asset minimum.

### Does Brett work with clients virtually?

Yes. Croft Financial Planning says on its website that it works with clients remotely.

### Where is Brett Croft based?

Brett Croft is based in Newbury, New Hampshire.

### What does Brett specialize in?

Brett's specialties include estate & legacy planning, tax planning and retirement planning. Brett works with physicians.

### What credentials does Brett Croft hold?

Brett Croft holds the CFA, CFP and CTFA credentials.

### Is Brett Croft registered with the SEC?

Yes. Brett Croft is registered as an investment adviser representative in NH and NY (CRD 5630147), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Brett Croft?

Through Brett's website, croftfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52630): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.croftfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.