# Croft Financial Planning

Croft Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://croftfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/brett-croft-cfp%c2%ae-cfa%c2%ae-ctfa-33917963

## Regulatory record

- **CRD number:** 333357
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333357

## About

Croft Financial Planning is a fee-only, advice-only financial planning firm serving DIY investors on an hourly basis. The firm charges $350 per hour for fiduciary guidance on retirement, tax strategy, investments, and major financial decisions, without managing client assets or selling products. All services are delivered virtually, with no ongoing fees, retainers, or minimum account requirements.

## Related profiles

- [Exchange Street Capital](https://altss.com/profile/exchange-street-capital)

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Last updated: 2026-07-10T22:12:40.000Z

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