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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2024
- Office Locations
- 1
Office Locations
About Hive Retirement Planning
Hive Retirement Planning is an independent, fee-only firm providing tax-efficient financial planning and investment management for people in their 60s and others in or near retirement. Based in New York City, it serves clients virtually nationwide, helping clients evaluate retirement or job changes, optimize investments, and navigate major life transitions such as divorce or the loss of a spouse. Affiliated with NAPFA and the XY Planning Network.
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Owner & Executives
THOMAS FRANCIS X MULLARKEY JR
Chief Compliance Officer, Owner
- CRD
- #2394342
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,024,756 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,024,756 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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