# Hive Retirement Planning

> Hive Retirement Planning is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 7, 2026.

- CRD: 328713
- Filed as: HIVE RETIREMENT PLANNING
- Legal name: Hive Retirement Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: August 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328713
- AdvisorCensus page: https://advisorcensus.com/firm/hive-retirement-planning-328713

## Quick answers

**How is Hive Retirement Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Hive Retirement Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Hive Retirement Planning registered with the SEC or a state?**
Hive Retirement Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 328713.

**How much does Hive Retirement Planning manage?**
Hive Retirement Planning reports $3,024,756 in regulatory assets under management in its Form ADV filing dated August 7, 2026 (100% discretionary).

**What types of clients does Hive Retirement Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4).

**Does Hive Retirement Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328713

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,024,756
- Discretionary: $3,024,756
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 4 | $3,024,756 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hiveretirement.com](https://hiveretirement.com)
- LinkedIn @tom-mullarkey-cfp®-ricp®-48b403151
- YouTube @HiveRetirement

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hive Retirement Planning (CRD 328713): Form ADV filing data as of October 2026.