Hive Retirement Planning

Overview

Hive Retirement Planning is a small, independent registered investment adviser focused on financial planning and portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and can also use fixed fees, which suits both ongoing advisory relationships and one-off planning engagements. Its core activities include comprehensive financial planning, discretionary portfolio management, and client education through seminars and workshops. Investment posture is conservative and liquidity-focused: a large portion of the firm’s assets are held in cash and cash equivalents, and the adviser does not identify as an active ESG investor. Hive Retirement Planning is not structured as a capital allocator and does not present itself as a multi-state or pension consultant; its client base is concentrated and primarily local or regional given its single-office footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices