A complete list of active advisors currently associated with Croft Financial Planning

Warmer can help you find a great advisor at Croft Financial Planning or one who fits your needs even better.

Croft Financial Planning provides fee‑only financial planning and consulting to individuals, high‑net‑worth clients, families, businesses, trusts, estates, and charitable organizations. Services are delivered on a project or on‑demand basis and include retirement and estate planning, cash‑flow and tax planning, investment analysis, and educational seminars or speaking engagements for groups. The firm operates strictly as a planning and consulting practice and does not manage client securities, accept custody, execute trades, or charge percentage‑of‑AUM fees; implementation of any investment recommendations is the client’s responsibility. Advice commonly covers asset allocation, mutual fund/ETF analysis, and a mix of passive and active investment considerations, with written plans provided at the conclusion of engagements. Distinctive aspects include serving banking or thrift institution clients and routinely offering public or organizational educational workshops, both of which are uncommon among similar independent advisers. The firm’s principal holds multiple industry credentials (CFP®, CFA®, CTFA) and discloses small outside business activities (a residential real estate holding company and a media/education entity) that occupy minimal time.

To learn more about the advisors currently working at Croft Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brett Croft	Newbury, NH	14

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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