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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $504.1K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on August 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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 contact records available.
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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
SMA allocation detail is available
Hive Retirement Planning has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.