Croft Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
7
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$0
About
Croft Financial Planning provides fee‑only financial planning to individuals, families, businesses, trusts, estates, charitable organizations, and, occasionally, banking or thrift institution clients. Its services include comprehensive and project-based financial plans, on‑demand consultations, retirement and estate planning, business planning, cash flow and debt management, investment analysis, and educational seminars.
Advice is delivered on an hourly or fixed‑project basis and typically culminates in a written plan or report; clients are responsible for implementing recommendations because the firm does not manage client assets or accept custody. When making securities recommendations within planning engagements, the firm draws on fundamental analysis and modern portfolio theory and may recommend passive, active, or blended fund strategies.
Relative to many independent advisers, the firm is uncommon in not offering portfolio management or charging percentage‑of‑AUM fees, and it supplements client work with public and organizational seminars and speaking engagements. The firm’s principal holds multiple professional designations (CFP®, CFA®, CTFA) and the practice occasionally provides consulting to other financial professionals, reflecting a planning‑focused and educator‑oriented practice.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Fixed project fees may be charged, details vary per engagement
$350 per hour, billed in one-minute increments, negotiable
Fee-only: Hourly fee of $350 per hour, billed in one-minute increments, negotiable based on scope of work; may also charge fixed project fees or quarterly fees
Main office location
Croft Financial Planning
Newbury NH, United States
Number of offices
1
Most active in
Croft Financial Planning has reported serving >5 clients in these states in the last 12 months.
New Hampshire
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Forms ADV
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