Dan Hagler
Dan Hagler is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Bedford, NH, with 32 years of industry experience. Dan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
360 Route 101, Suite 1301, Bedford, NH, 03110
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2000Other Business ActivitiesSells Insurance
Dan is the owner and CEO of Granite State Retirement Planning Inc., providing RIA, financial planning, and insurance services, dedicating nearly full-time hours to this. He is also involved in creating a trademarked financial planning process and co-authoring books, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Granite State Retirement Planning, INC.
Previous Registrations
Triad Advisors LLCBroker
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Maximum Retirement, INC.
Maximum Retirement, INC.
Sunamerica Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.