# Croft Financial Planning

> Croft Financial Planning is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated October 1, 2026.

- CRD: 333357
- Filed as: CROFT FINANCIAL PLANNING
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333357
- AdvisorCensus page: https://advisorcensus.com/firm/croft-financial-planning-333357

## Quick answers

**How is Croft Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Croft Financial Planning reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Croft Financial Planning registered with the SEC or a state?**
Croft Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333357.

**What types of clients does Croft Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7).

**Does Croft Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333357

**What changed in Croft Financial Planning's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 7 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- croftfinancialplanning.com
- music.amazon.com/podcasts/8f7ed4ae-fd8a-4872-9322-dc4c9dcadb2b/smart-money-conversations
- open.spotify.com/show/2y7U9s6izWt5kvRQG3lVzm
- podcasts.apple.com/us/podcast/smart-money-conversations/id1836212807
- Facebook @brett.croft.52
- LinkedIn @brett-croft-cfp®-cfa®-ctfa-33917963
- YouTube @CFPlanning

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Croft Financial Planning (CRD 333357): Form ADV filing data as of October 2026.