Brett Croft
Advisor at Croft Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Croft Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
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.
Hourly: 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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