# Granite State Retirement Planning, Inc.

> 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.

- CRD: 141899
- Filed as: GRANITE STATE RETIREMENT PLANNING, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bedford, NH
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/141899
- AdvisorCensus page: https://advisorcensus.com/firm/granite-state-retirement-planning-inc-bedford-nh-141899

## Quick answers

**How is Granite State Retirement Planning, Inc. compensated?**
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).

**Where is Granite State Retirement Planning, Inc. located?**
Granite State Retirement Planning, Inc.'s principal office is in Bedford, NH, according to its Form ADV.

**Is Granite State Retirement Planning, Inc. registered with the SEC or a state?**
Granite State Retirement Planning, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 141899.

**How much does Granite State Retirement Planning, Inc. manage?**
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).

**How have Granite State Retirement Planning, Inc.'s assets and staff changed since 2022?**
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.

**What types of clients does Granite State Retirement Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (44).

**Which custodians does Granite State Retirement Planning, Inc. use?**
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.

**Does Granite State Retirement Planning, Inc. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $143,154,979
- Discretionary: $140,045,478
- Non-discretionary: $3,109,501

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $48,256,402 |
| High net worth individuals | 44 | $94,898,577 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MA, NE, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assesswithdan.com
- danhagler.com
- financialpentagon.com
- gsrpnh.com
- protectedretirement.com
- theprotectedretirementprocess.com
- Facebook @GRANITESTATERETIREMENT
- LinkedIn @GRANITE-STATE-RETIREMENT-PLANNING-INC-
- X @GSRPNH
- YouTube @UC6EWHNNIGMKWBR1O-LXJWFA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $118,622,100 | 1 | April 11, 2022 |
| October 2023 | $102,157,023 | 1 | January 26, 2023 |
| October 2024 | $116,427,014 | 1 | August 19, 2024 |
| October 2025 | $132,049,467 | 1 | January 27, 2025 |
| October 2026 | $143,154,979 | 1 | March 3, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Granite State Retirement Planning, Inc. (CRD 141899): Form ADV filing data as of October 2026.