Granite State Retirement Planning, Inc.

Granite State Retirement Planning, Inc. (CRD# 141899) is a financial advisory firm headquartered in Bedford, NH. They manage $74,713,127 in 614 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $121,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, MA, NH, TX

Financial Advisors at Granite State Retirement Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark R. Gagnon
CRD#: 2491370
360 Route 101, Suite 1301, Bedford, NH 03110
96
Wealthminder
score

Mark Gagnon (CRD# 2491370) is an Investment Advisor Representative working at Granite State Retirement Planning, Inc. in Bedford, NH and has over 18 years of experience in the finance industry. Mark Gagnon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dan P. Hagler
CRD#: 2456668
360 Route 101, Suite 1310, Bedford, NH 03110
86
Wealthminder
score

Dan Hagler (CRD# 2456668) is an Investment Advisor Representative working at Granite State Retirement Planning, Inc. in Bedford, NH and has over 22 years of experience in the finance industry. Dan Hagler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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