Advisor at Granite State Retirement Planning, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Granite State Retirement Planning, Inc.
Location
Bedford, NH 03110
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Dan Hagler is a CFP® professional with 32 years of industry experience. He is the owner and CEO of Granite State Retirement Planning, Inc., where he has worked since 2006, and has prior experience with Triad Advisors, Inc. and Osaic Wealth, Inc. He is the creator of The Protected Retirement Process®, a trademarked four-step financial planning process, and co-author of the books *Retire Abundantly* and *Build Wealth Like A Shark*. Granite State Retirement Planning, Inc. serves individuals, trusts, corporations, and employer-sponsored retirement plans with comprehensive portfolio management, a proprietary financial planning process, retirement plan consulting, and referrals to third-party money managers. The firm manages client assets entirely on a non-discretionary basis and offers tailored investment solutions including ETFs, mutual funds, individual securities, and insurance products.
Based on Granite State Retirement Planning, Inc.
Based on Granite State Retirement Planning, Inc.
Flat fees for financial planning services, generally ranging from $5,000 to $50,000
Commissionable securities sales through registered representatives; commissions for sale of securities and insurance products
Account minimum: $750,000 Minimum fee: Minimum fee of $5,000 for written financial plans Fee-only: Financial planning flat fees generally range from $5,000 to $50,000
360 Route 101, Suite 1301
Bedford, NH 03110
New Hampshire · Texas
OSAIC
2024 - Present (2 years)
Triad Advisors, Inc
2008 - 2024 (16 years)
Granite State Retirement Planning, Inc.
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 63, Series 65
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ChFC®, Series 63
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Series 63, Series 65
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Series 65
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CFP®, Series 65
Windham, NH
Lakeside Financial Planning, LLC
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