Hive Retirement Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,024,756
Clients
4
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$756,189
About
Hive Retirement Planning is a fee-only independent advisory firm that provides comprehensive financial planning and discretionary investment management to individual clients, including high-net-worth individuals. The firm delivers written comprehensive plans covering areas such as retirement income, tax-aware strategies, estate considerations, and employee benefits, and offers investment management primarily to clients who have completed a planning engagement.
The firm’s investment process emphasizes client-specific investment policy development, asset allocation, and a mix of passive strategies (index funds/ETFs) with fundamental analysis and mutual fund/ETF selection. Portfolios are managed on a discretionary basis when authorized, and the firm executes trades on an individual-account basis rather than aggregating block trades; it also relies on institutional custodial platforms for execution and custody.
Noteworthy aspects include a very small, concentrated client base—managing roughly $3 million in discretionary assets for a handful of clients—and an operational requirement that management relationships follow a financial planning engagement. The firm’s sole principal holds CFP® and specialized retirement and tax-planning credentials, the adviser does not routinely conduct public seminars (though occasional educational presentations may be offered), and it does not vote client proxies.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Flat fee starting at $7,500 for Comprehensive Financial Plan, fees negotiable and agreed in advance.
$0 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.20% Above $10,000,000+: Negotiated
Fee-only: Fee-only firm; no commissions or sales-related compensation.
Main office location
Hive Retirement Planning
New York NY, United States
Number of offices
1
Most active in
Hive Retirement Planning has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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