Brett Croft

Advisor at Croft Financial Planning

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Credentials

CFP®, CFA®

Croft Financial Planning logo

Firm

Croft Financial Planning

Location

Newbury, NH

About

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.

Expertise

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Business exit / sale strategy

Occupation focus

Founder/Business Owner

Fee options

Hourly: 350/hr

Work history

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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