Croft Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
About
The firm provides fee-only, project-based financial planning to individuals, high-net-worth individuals, and charitable organizations, delivering written plans on a limited, one-time engagement. It also offers educational seminars and speaking engagements on general personal finance topics for groups.
When preparing plans, the firm may include investment analysis, asset allocation, retirement and tax planning, and uses methods such as fundamental analysis and modern portfolio theory to support recommendations. Croft Financial Planning does not provide ongoing investment management, does not exercise trading discretion, and leaves implementation and custody of assets to the client.
The firm is atypical among solo independent advisers in that it does not manage client portfolios or use percentage-of-AUM fees, instead billing planning work on an hourly, project basis and collecting limited advance payments; it also explicitly offers seminars, a service relatively uncommon in this peer group. The brochure notes the principal holds CFP®, CFA and CTFA credentials—designations that reflect training in financial planning, investment analysis, and trust/wealth matters—and the firm discloses work with charitable and business-planning clients, which together distinguish its advisory focus from many peers.
Client services
Financial planning
Educational seminars or workshops
Fee options
$350 per hour
Fee-only: Hourly fee of $350 per hour, negotiable
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Croft Financial Planning
Newbury NH, United States
Number of offices
1
Forms ADV
Quick links
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