Hive Retirement Planning
Firm details
- Headquarters
- ,
- CRD number
- 328713
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hive Retirement Planning is an independent, individually owned registered investment adviser organized as an LLC that focuses on work for individual and family clients. The firm charges a mix of percentage-of-AUM and fixed fees and centers its offering on financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. It is not positioned as a capital allocator or pension consultant, does not identify as an active ESG investor, and appears to operate under a single-state footprint rather than a multi-state advisory platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents67%
- Exchange Traded Equities33%
Contacts
1 of 1
Thomas Mullarkey
Founder and Financial PlannerCRD 2394342
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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