Hive Retirement Planning fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 7, 2026, Hive Retirement Planning charges a flat or project fee of $7,500 and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,500
“Hive Retirement Planning Engagement HIVE generally charges a fixed fee starting at $7,500 for the Hive Retirement Planning Engagement.”
- Annual fee
- $10,000/yr
“HIVE generally charges a fixed annual fee starting at $10,000 for Ongoing Hive Retirement Planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hive Retirement Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at HIVE's discretion.”
- “Clients are not required to enter into an ongoing advisory relationship with HIVE upon completion of the engagement.”
- “Ongoing Hive Retirement Planning Upon completion of the Hive Retirement Planning Engagement, Clients may elect to continue with HIVE through Ongoing Hive Retirement Planning.”
How Hive Retirement Planning’s fees compare
- Its flat or project fee of $7,500 is above the New York median of $4,500. 75% of the 251 other New York planners that publish a flat or project fee charge less.
- 28 of the 52 other planners in New York that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the New York median of $6,250. 60% of the 80 other New York planners that publish an annual fee charge less.
- 13 of the 22 other planners in New York that publish an annual fee charge less.
About Hive Retirement Planning
- Principal: Mullarkey Jr
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 4
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $3,024,756
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328713
- Phone
- (917) 451-1560
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.