RetireMitten Financial provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
RetireMitten Financial reports 217 clients. They include 138 individual clients and 79 high-net-worth individuals. Of its assets, 100.0% ($214M across 685 accounts) are managed with discretion. Of its clients, 6% are outside the U.S. It advised 42 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 37% |
| High-net-worth individuals | 36% | 63% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 138 | $80.1M | 37.4% | $580K |
| High-net-worth individuals | 79 | $134M | 62.6% | $1.69M |
| Total | 217 | $214M | 100% | $985K |
- Clients
- 138
- Regulatory AUM
- $80.1M
- AUM share
- 37.4%
- Avg. per client
- $580K
- Clients
- 79
- Regulatory AUM
- $134M
- AUM share
- 62.6%
- Avg. per client
- $1.69M
Total
- Clients
- 217
- Regulatory AUM
- $214M
- AUM share
- 100%
- Avg. per client
- $985K
- Clients outside the U.S.
- 6%
- Clients advised without assets under management last fiscal year
- 42
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
RetireMitten Financial 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 one other service, listed under fee details.
Fee details and sources
Other fees
- One-time comprehensive financial plan
- Fixed fee with a maximum of $4,800 for clients who need a one-time financial plan; the fee is negotiable.
Bryan Haggard owns 75% or more of RetireMitten Financial. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Retiremitten Financial LLC
Bryan Haggard
Control person · since February 2019
RetireMitten Financial’s regulatory assets grew 1.6× from $131M (March 2025) to $214M (September 2026); clients rose from 150 to 217 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $214M | 217 | 5 | 2 |
| Mar 2025March 2025 | $131M | 150 | 3 | 2 |
Besides its headquarters, RetireMitten Financial has 1 office, with 2 listed addresses in 1 state.
Michigan · 2 listed addresses
- 6548 Town Center Drive, Ste A, ClarkstonHQ
- 522 N Main St., Milford
Contact and registration details
- Legal name
- Retiremitten Financial LLC
- Headquarters
- 6548 Town Center Drive, Ste A, Clarkston, MI 48346
- Website
- retiremitten.com
- Phone
- 248-935-0470
- @retiremitten
- SEC file
- 801-131308
- Founded
- 2019
- Structure
- Michigan LLC
- Fiscal year end
- December
RetireMitten Financial’s named custodian for separately managed accounts is Charles Schwab ($214M). RetireMitten Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $214M100%
At year end, RetireMitten Financial’s separately managed accounts were mostly in funds (96%). Its reported 13F holdings for the quarter ended 30 June 2026 total $237M across 47 positions; the largest are Spdra Portfolio S&P 500 ETF (20.0%), Spdra Portfolio S&P 500 Growth ETF (14.6%) and Vanguard High Dividend Yield ETF (13.7%).
What the accounts hold
- Stocks1%
- Funds96%
- Bonds1%
- Cash1%
- Other1%
- Adrs1%
How many clients does RetireMitten Financial have?
RetireMitten Financial has 217 clients and manages $214 million for them, as of September 2026. They include 138 individual clients and 79 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 September 2026
What services does RetireMitten Financial offer?
RetireMitten Financial provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does RetireMitten Financial use?
RetireMitten Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $214M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 September 2026
How many financial advisors does RetireMitten Financial have?
RetireMitten Financial has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does RetireMitten Financial invest in?
At the end of its last fiscal year, RetireMitten Financial’s separately managed accounts held 96% registered funds (mutual funds, ETFs, BDCs), 1% exchange-traded equities, 1% investment grade corporate bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Adrs.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns RetireMitten Financial?
RetireMitten Financial’s direct owner is Bryan Haggard (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 September 2026
How does RetireMitten Financial get paid?
RetireMitten Financial 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 RetireMitten Financial?
RetireMitten Financial’s main office is at 6548 Town Center Drive, Ste A, Clarkston, MI 48346. Its phone number is 248-935-0470. Its website is retiremitten.com.