# Bryan Haggard

> Bryan Haggard is a fee-only financial advisor at RetireMitten Financial LLC in Milford, Michigan, who holds the CFA and CFP credentials. Bryan charges a percentage of assets and a one-time planning fee (one-time plans from $4,800 and 1% a year on the first tier of assets managed) and focuses on cross-border (US / Canada), retirement planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/bryan-haggard/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** RetireMitten Financial LLC
- **Based in:** Milford, Michigan
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $4,800; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $213.8M across 685 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Cross-border (US / Canada), Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Canadians in the US, Cross-border families, Pre-retirees, Retirees
- **CRD:** 5520616 (https://adviserinfo.sec.gov/individual/summary/5520616)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 63 (2008)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://retiremitten.com

## Frequently asked questions

### Is Bryan Haggard a fee-only financial advisor?

Yes. Bryan Haggard is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bryan's firm.

### How does Bryan charge for financial advice?

Bryan charges a percentage of assets and a one-time planning fee.

### How much does Bryan charge?

According to RetireMitten Financial LLC's website, checked October 28, 2026: one-time plans from $4,800; 1% a year on the first tier of assets managed.

### Where is Bryan Haggard based?

Bryan Haggard is based in Milford, Michigan.

### What does Bryan specialize in?

Bryan's specialties include cross-border (US / Canada), retirement planning, estate & legacy planning and tax planning. Bryan works with Canadians in the US, cross-border families, pre-retirees and retirees.

### What credentials does Bryan Haggard hold?

Bryan Haggard holds the CFA and CFP credentials.

### Is Bryan Haggard registered with the SEC?

Yes. Bryan Haggard is registered as an investment adviser representative in MI and TX (CRD 5520616), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does RetireMitten Financial LLC manage?

RetireMitten Financial LLC reports $213.8M across 685 accounts in assets under management.

### How do I contact Bryan Haggard?

Through Bryan's website, retiremitten.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45386): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://retiremitten.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.