Croft Financial Planning operates as a registered investment advisor based in New Hampshire, offering financial planning and consulting services on an hourly, project, or quarterly basis. Croft Financial Planning does not manage investment portfolios, execute trades, or hold client funds, leaving the implementation of any recommendations entirely to the client. The firm specializes in addressing specific financial questions across topics such as retirement planning, tax strategies, cash flow and debt management, estate planning, employee benefits optimization, and business consulting. Brett Croft serves as the principal owner and Chief Compliance Officer, holding professional designations including Certified Financial Planner and Chartered Financial Analyst.
Fee Structure
- Hourly consulting — $450 per hour billed in one-minute increments for financial planning and consulting services
- Project-based financial planning — Customized project fees determined by the scope of work, billed hourly, by fixed project fee, or quarterly
- On-demand financial advice — Open-ended meetings billed by actual time worked at the $450 hourly rate for answering specific financial questions