Bryan Haggard
RetireMitten Financial LLC · Milford, Michigan
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.
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Specialties
Who they serve
- Canadians in the US
- Cross-border families
- Pre-retirees
- Retirees
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 |
| Assets under management | $213.8M across 685 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 5520616 |
| Exams passed | Series 63 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | retiremitten.com |
| Profile |
How Bryan's firm compares
- A one-time plan starts at $4,800, above the Michigan median of $975 for fee-only firms that publish prices.
- RetireMitten Financial LLC's average account is about $312,000, from its Form ADV (assets managed divided by 685 accounts).
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Questions about Bryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- RetireMitten Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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