Advisor at Croft Financial Planning
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Firm
Croft Financial Planning
Location
Newbury, NH
Credentials
CFP®, CFA®
Industry experience
14 years
Brett is an enthusiastic ADVICE-ONLY financial planner who believes that how a client pays for advice matters. The hourly advice-only approach is the most conflict free model available to clients because it is free from product sales, endless A.U.M. fees, and other hidden fees and agendas. Brett founded Croft Financial Planning, LLC to create a firm aligned with his client's best interests. He has over 15 years experience providing financial advice. Brett previously served as a Senior Wealth Manager at Manchester Capital Management, a boutique multi-family office providing comprehensive financial planning and investment management to ultra-high-net-worth families. Prior to that, he worked at Fidelity Investments, helping clients navigate their financial goals with personalized planning solutions. Brett enjoys being a financial planner and delving into technical subjects while always trying to keep the big picture in mind: "who are the people important to you and what are you trying to accomplish?"
Earlier in his career, Brett worked as an engineer and holds both a Bachelor of Science and a Master of Science in Engineering as well as an MBA. His analytical background and problem-solving expertise inform his thoughtful and precise approach to financial planning.
When he’s not working, Brett enjoys exploring the outdoors with his wife of 30 years and their two grown children.
350/hr
Croft Financial Planning, LLC
2024 - Present (2 years)
Manchester Capital Management LLC
2021 - 2024 (3 years)
Fidelity Personal and Workplace Advisors
2018 - 2021 (3 years)
FIDELITY iNVESTMENTS
2011 - 2021 (10 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 63, Series 66
Warner, NH
Fidelity
Andy Xenakis is Vice President and Branch Leader at Fidelity Investments, where he leads a team of financial advisors focused on understanding the financial needs and priorities of individuals and families. He collaborates with clients to build and maintain financial plans aimed at achieving their goals. Andy has held various roles at Fidelity Investments since 2009, including Regional Vice President of Managed Accounts, Regional Planning Consultant, Investment Solutions Consultant for Managed Accounts, and Retirement Relationship Manager. His extensive experience spans financial representation, retirement solutions, investment solutions, and managed accounts. His career at Fidelity Investments demonstrates a progression of leadership and expertise in financial advisory services, supporting clients through comprehensive financial planning and investment management.
CFP®, Series 66
New London, NH
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CFP®, Series 63, Series 66
Georges Mills, NH
APEX Investment Group
Series 63
New London, NH
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CFP®, Series 63, Series 65
New London, NH
Hager Investment Management Services, LLC
Series 65
New London, NH
Hager Investment Management Services, LLC
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