Hive Retirement Planning
Hive Retirement Planning is an independent, fee-only fiduciary financial planning and investment management firm based in New York City, serving clients nationwide.
Founded by Tom Mullarkey, CFP®, RICP®, TPCP®, Hive specializes in helping individuals and couples approaching or enjoying retirement, typically with $2 million to $8 million in investable assets.
Our Retirement Planning Services
Retirement income planning, Social Security, Roth conversions, lifetime tax planning, tax-efficient withdrawals, Medicare and IRMAA, investment management, and estate and legacy planning.
Transparent Flat-Fee Pricing
Unlike advisors who charge a percentage of assets, Hive charges transparent flat fees.
One-Time Retirement Plan: $8,500
Comprehensive retirement planning with actionable recommendations.
Ongoing Planning: $12,000 annually
Continued comprehensive financial planning, investment advice, and management.
The $8,500 planning fee is credited toward the first year of ongoing services if you continue. Transferring investment accounts is not required.
Meet Our Founder
Tom Mullarkey spent 24 years at Credit Suisse, most recently as a Managing Director. Learn more about his experience and retirement planning approach through his NAPFA advisor profile.
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engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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