GRANITE STATE RETIREMENT PLANNING, INC.

Overview

Granite State Retirement Planning, Inc. is a fee-based advisory firm that emphasizes equity-centered portfolios and personalized planning for individuals and families. The firm is organized as a corporation and registered with the SEC in 2022. Its core services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. Granite State operates as a capital allocator and charges clients both AUM-based fees and fixed fees. It maintains industry relationships with a broker‑dealer and an insurance company to support transactional and insurance product needs. Investment posture is oriented toward public equities: the firm expresses a clear preference for exchange‑traded instruments and runs a mix of discretionary and non‑discretionary mandates. It does not identify as an active ESG investor. In addition to managing portfolios directly, the firm performs adviser-selection work and may incorporate third‑party managers where appropriate.

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Public Holdings

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Location & Offices