Overview
Assets Under Management: $143 million
Headquarters: BEDFORD, NH
High-Net-Worth Clients: 44
Average Client Assets: $2.2 million
Frequently Asked Questions
GRANITE STATE RETIREMENT PLANNING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141899), GRANITE STATE RETIREMENT PLANNING, INC. is subject to fiduciary duty under federal law.
GRANITE STATE RETIREMENT PLANNING, INC. is headquartered in BEDFORD, NH.
GRANITE STATE RETIREMENT PLANNING, INC. serves 44 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, GRANITE STATE RETIREMENT PLANNING, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GRANITE STATE RETIREMENT PLANNING, INC. manages $143 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, GRANITE STATE RETIREMENT PLANNING, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.29%
Average Client Assets: $2.2 million
Total Client Accounts: 454
Discretionary Accounts: 438
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 141899
Filing ID: 2062823
Last Filing Date: 2026-03-03 18:55:48