Brett Croft
Croft Financial Planning · Newbury, New Hampshire
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.
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Specialties
Who they serve
- Physicians
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 |
| Accepting new clients | Yes |
| Credentials | CFA · CFP · CTFA |
| SEC registration | Investment adviser representative in NH, NY · CRD 5630147 |
| Exams passed | Series 65 (2008) · Series 63 (2011) · Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | croftfinancialplanning.com |
How Brett's firm compares
- The hourly rate is $450, above the US median of $300 for fee-only firms that publish prices.
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Questions about Brett
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Croft Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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