{
  "crd_number": 141899,
  "slug": "granite-state-retirement-planning-inc-bedford-nh-141899",
  "primary_business_name": "GRANITE STATE RETIREMENT PLANNING, INC.",
  "legal_name": "GRANITE STATE RETIREMENT PLANNING, INC.",
  "dbas": [],
  "city": "Bedford",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "31700",
  "metro": {
    "cbsa_code": "31700",
    "common_name": "Manchester",
    "msa_name": "Manchester-Nashua, NH",
    "path": "/advisors/nh/manchester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-23",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 143154979.0,
  "raum_discretionary": 140045478.0,
  "raum_non_discretionary": 3109501.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 48256402.0,
      "count": 84
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 94898577.0,
      "count": 44
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "NE",
    "NH",
    "TX"
  ],
  "websites": [
    "https://assesswithdan.com",
    "https://danhagler.com",
    "https://facebook.com/GRANITESTATERETIREMENT",
    "https://financialpentagon.com",
    "https://gsrpnh.com",
    "https://linkedin.com/COMPANY/GRANITE-STATE-RETIREMENT-PLANNING-INC-",
    "https://protectedretirement.com",
    "https://theprotectedretirementprocess.com",
    "https://twitter.com/GSRPNH",
    "https://youtube.com/CHANNEL/UC6EWHNNIGMKWBR1O-LXJWFA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141899",
  "city_as_filed": "BEDFORD",
  "url": "https://advisorcensus.com/firm/granite-state-retirement-planning-inc-bedford-nh-141899",
  "display_name": "Granite State Retirement Planning, Inc.",
  "summary": "Granite State Retirement Planning, Inc. is an SEC-registered investment advisory firm in Bedford, NH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Granite State Retirement Planning, Inc. (CRD 141899): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Granite State Retirement Planning, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Granite State Retirement Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Granite State Retirement Planning, Inc. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 states: Flat fee: $5,000 to $50,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Granite State Retirement Planning, Inc. located?",
      "a": "Granite State Retirement Planning, Inc.'s principal office is in Bedford, NH, according to its Form ADV."
    },
    {
      "q": "Is Granite State Retirement Planning, Inc. registered with the SEC or a state?",
      "a": "Granite State Retirement Planning, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 141899."
    },
    {
      "q": "How much does Granite State Retirement Planning, Inc. manage?",
      "a": "Granite State Retirement Planning, Inc. reports $143,154,979 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (98% discretionary)."
    },
    {
      "q": "How have Granite State Retirement Planning, Inc.'s assets and staff changed since 2022?",
      "a": "In the Form ADV data for Granite State Retirement Planning, Inc.: Regulatory assets under management: $118,622,100 in the October 2022 data and $143,154,979 in the October 2026 data, up 21%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Granite State Retirement Planning, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (44)."
    },
    {
      "q": "Which custodians does Granite State Retirement Planning, Inc. use?",
      "a": "Granite State Retirement Planning, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Granite State Retirement Planning, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141899"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 118622100.0,
      "total_employees": 1,
      "filing_date": "2022-04-11"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 102157023.0,
      "total_employees": 1,
      "filing_date": "2023-01-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 116427014.0,
      "total_employees": 1,
      "filing_date": "2024-08-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 132049467.0,
      "total_employees": 1,
      "filing_date": "2025-01-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 143154979.0,
      "total_employees": 1,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 to $50,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $50,000 (financial planning services)"
        ],
        "quotes": [
          "We charge on a  flat fee basis for financial planning services.  The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complex ity of our engagement with you. Our flat fees generally range from $5,000 to $50,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 50000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "We charge on a  flat fee basis for financial planning services.  The total estimated fee, as well as the ultimate fee that we charge you, is based on the scope and complex ity of our engagement with you. Our flat fees generally range from $5,000 to $50,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/granite-state-retirement-planning-inc-bedford-nh-141899.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 84,
      "fewer_than_5": false,
      "raum": 48256402.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 94898577.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/141899",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}