Croft Financial Planning fees and pricing
Financial planner in Newbury, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Croft Financial Planning charges $450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Our hourly rate is $450, billed in one-minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Croft Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, in the sense that the scope of work can be limited, and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Our advice, particularly on investments, is not ongoing and therefore terminates upon delivery of the plan/advice.”
- “For clients who engage our services regularly, CFPlanning generates bills on a weekly basis to clients who have had work completed in the previous weeks.”
How Croft Financial Planning’s fees compare
- Its hourly rate of $450 is above the New Hampshire median of $275. 90% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Croft Financial Planning
“We offer Financial Planning.”
- Principal: Brett Croft
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 7
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333357
- Phone
- (603) 406-9015
Can advise clients in 2 states: New Hampshire, New York
Other planners in New Hampshire that publish fees
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
- Bartley Financial Advisors, LLCBedford$6,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.