{"url":"https://nivawealth.com/firms/granite-state-retirement-planning-141899","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/141899","regulatoryAum":143154979,"crd":"141899","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2456668","suffix":null,"lastName":"HAGLER","firstName":"DAN","middleName":"POPE"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-04-11","regulatoryAum":118622100,"clients":139,"employees":1,"offices":1},{"filedOn":"2023-01-26","regulatoryAum":102157023,"clients":134,"employees":1,"offices":1},{"filedOn":"2024-01-30","regulatoryAum":116427014,"clients":127,"employees":1,"offices":1},{"filedOn":"2025-01-27","regulatoryAum":132049467,"clients":126,"employees":1,"offices":1},{"filedOn":"2026-03-03","regulatoryAum":143154979,"clients":128,"employees":1,"offices":1}],"secFileNumber":"801-123509","legalName":"Granite State Retirement Planning, Inc.","displayName":"Granite State Retirement Planning","slug":"granite-state-retirement-planning-141899","website":"https://danhagler.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/granite-state-retirement-planning-inc-","founded":null,"organization":"New Hampshire corporation","fiscalYearEnd":"December","headquarters":{"street":"360 Route 101, Suite 1301","city":"Bedford","state":"NH","stateName":"New Hampshire","country":"United States","postalCode":"03110"},"tradeNames":[],"registration":{"secApproved":"23 March 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1118398.2734375,"staff":{"employees":1,"advisory":1,"brokerDealerReps":1,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":143154979,"discretionary":140045478,"discretionaryAccounts":438,"nonDiscretionary":3109501,"nonDiscretionaryAccounts":16,"wrapProgram":81311644,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":84,"regulatoryAum":48256402},{"label":"High-net-worth individuals","clients":44,"regulatoryAum":94898577},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":0}],"feePrograms":[{"role":"other","program":"Financial Planning and Consultations","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014128","versionId":1014128,"submittedOn":"2026-03-03","documentName":"GSRP - ADV PART 2: FIRM BROCHURE"},{"role":"other","program":"Retirement Plan Consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014128","versionId":1014128,"submittedOn":"2026-03-03","documentName":"GSRP - ADV PART 2: FIRM BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T13:29:53.928587+00:00","documents":[{"name":"GSRP - ADV PART 2: FIRM BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014128","versionId":1014128,"submittedOn":"2026-03-03"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014129","versionId":1014129,"submittedOn":null}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":143154979}],"custodyNote":"Granite State Retirement Planning has custody of $41.4M for 66 clients.","otherCustodians":[],"leadership":[{"name":"Dan Hagler","title":"Owner, Chief Executive Officer & Chief Compliance Officer","crd":"2456668"}],"ownership":[{"label":"Dan Hagler","detail":"Owner, chief executive officer & chief compliance officer in the 75% or more ownership band and a control person, since September 2006."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Hampshire","offices":1,"addresses":[{"street":"360 Route 101, Suite 1301","city":"Bedford","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"603-472-4447","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":57},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":4},{"label":"Securities issued by registered investment companies or business development companies","percent":31},{"label":"Cash and cash equivalents","percent":5}],"privateFunds":0},"sources":{"adv1FilingDate":"3 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/141899/PDF/141899.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1014128","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Granite State Retirement Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Granite State Retirement Planning offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Granite State Retirement Planning use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Granite State Retirement Planning have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Granite State Retirement Planning invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Granite State Retirement Planning?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Granite State Retirement Planning get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Granite State Retirement Planning?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 3 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}