Granite State Retirement Planning provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Granite State Retirement Planning reports 128 clients. They include 84 individual clients and 44 high-net-worth individuals. Of its assets, 97.8% ($140M across 438 accounts) are managed with discretion; $3.11M across 16 accounts are not. A wrap fee program the firm both sponsors and manages holds $81.3M. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 34% |
| High-net-worth individuals | 34% | 66% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 84 | $48.3M | 33.7% | $574K |
| High-net-worth individuals | 44 | $94.9M | 66.3% | $2.16M |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Total | 128 | $143M | 100% | — |
- Clients
- 84
- Regulatory AUM
- $48.3M
- AUM share
- 33.7%
- Avg. per client
- $574K
- Clients
- 44
- Regulatory AUM
- $94.9M
- AUM share
- 66.3%
- Avg. per client
- $2.16M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 128
- Regulatory AUM
- $143M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Granite State Retirement Planning is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consultations
- Financial planning is a flat fee, generally $5,000 to $50,000 depending on scope; the Protected Retirement Process Planning service takes a retainer of 50% at signing.
- Retirement Plan Consulting
- Billed as a percentage of plan assets under management, with fees not to exceed 1.00%, based on the scope and complexity of the engagement.
Dan Hagler owns 75% or more of Granite State Retirement Planning. Dan Hagler is CEO. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Granite State Retirement Planning, Inc.
Dan Hagler
Control person · since September 2006
Granite State Retirement Planning’s regulatory assets grew from $119M (April 2022) to $143M (March 2026); clients fell from 139 to 128 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $143M | 128 | 1 | 1 |
| Jan 2025January 2025 | $132M | 126 | 1 | 1 |
| Jan 2024January 2024 | $116M | 127 | 1 | 1 |
| Jan 2023January 2023 | $102M | 134 | 1 | 1 |
| Apr 2022April 2022 | $119M | 139 | 1 | 1 |
Besides its headquarters, Granite State Retirement Planning has 0 offices, with 1 listed address in 1 state.
New Hampshire · 1 listed address
- 360 Route 101, Suite 1301, BedfordHQ
Contact and registration details
- Legal name
- Granite State Retirement Planning, Inc.
- Headquarters
- 360 Route 101, Suite 1301, Bedford, NH 03110
- Website
- danhagler.com
- Phone
- 603-472-4447
- SEC file
- 801-123509
- Structure
- New Hampshire corporation
- Fiscal year end
- December
Granite State Retirement Planning’s named custodian for separately managed accounts is Fidelity ($143M). Granite State Retirement Planning has custody of $41.4M for 66 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $143M100%
At year end, Granite State Retirement Planning’s separately managed accounts were mostly in stocks (57%) and funds (31%).
What the accounts hold
- Stocks57%
- Funds31%
- Bonds7%
- Investment grade corporate bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- Cash5%
How many clients does Granite State Retirement Planning have?
Granite State Retirement Planning has 128 clients and manages $143 million for them, as of March 2026. They include 84 individual clients and 44 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Granite State Retirement Planning offer?
Granite State Retirement Planning provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Granite State Retirement Planning use?
Granite State Retirement Planning’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $143M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Granite State Retirement Planning have?
Granite State Retirement Planning has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Granite State Retirement Planning invest in?
At the end of its last fiscal year, Granite State Retirement Planning’s separately managed accounts held 57% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 4% investment grade corporate bonds, 2% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Granite State Retirement Planning?
Granite State Retirement Planning’s direct owner is Dan Hagler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Granite State Retirement Planning get paid?
Granite State Retirement Planning is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Granite State Retirement Planning?
Granite State Retirement Planning’s main office is at 360 Route 101, Suite 1301, Bedford, NH 03110. Its phone number is 603-472-4447. Its website is danhagler.com.
