Advice-Only Financial Planning for DIY Investors
Working with an advice-only financial planner helps bring peace of mind to your financial decisions. Croft Financial Planning offers comprehensive, fee-only planning and education—without managing your money. No product sales, no hidden fees, and
no investment control—just straightforward advice to help you reach financial independence.
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Empowerment Through Education: I help individuals and families take control of their financial lives and manage their investments—with confidence.
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Flexible & Affordable: You get the help you need, only when you need it. No ongoing fees, no contracts, no asset minimums.
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Ideal for Employers: My services can be a powerful employee benefit—providing access to a trustworthy, conflict-free financial planner without the usual sales pressure.
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Truly Conflict-Free: I don’t sell products, earn commissions, or manage money. I work for you—and only you—by the hour. That’s it.
Level 1
Up to $3,500.
Level 2
10-20 hours
$3,500 to $7,000.
Level 3
20-30 hours
$7,000 to $10,500
Level 4
30-40 hours +
$10,500 or more
New Client Initial Plan Pricing
What happens after the initial plan?
Existing clients are charged by the hour at $350/hour.
Future annual reviews are typically a fraction of the cost of the initial plan.