Mavericus Retirement Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
23
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
23
TypicalAverage account size
$0
About
Mavericus Retirement Services, LLC provides flat-fee, advice-only financial planning focused on retirement income design for individuals and those preparing for retirement, addressing topics such as Social Security planning, Medicare/health insurance decisions, pension distribution strategies, Net Unrealized Appreciation (NUA) analysis, Roth conversions, and employer-provided benefits. The firm delivers initial and ongoing retirement income plans, one-time pre-retirement check-ups, and annuity advisory and acquisition services, and operates exclusively through virtual engagements.
When developing recommendations, the adviser applies modern portfolio theory and typically favors passive, low-cost index mutual funds and ETFs, with emphasis on asset allocation, diversification, and long-term horizons. Mavericus does not provide investment management or custody of client assets and instead offers implementation guidance on an advice-only basis while clients arrange trading and custody with their chosen brokers or custodians.
Compared with many independent peers, the firm’s explicit avoidance of portfolio management and percentage-of-assets fees is an uncommon operating model among state-registered advisers. Its annuity gateway service directed to the RIA channel (where the firm does not earn commissions), the principal’s concentrated retirement-planning credentials and publications, and the provision of pro bono financial education for select low-income households further distinguish its service mix.
Client services
Financial planning
Expertise
Retirement income strategy
Social Security optimization
Medicare planning
Annuities
Roth conversion strategy
Demographic focus
Retired
Fee options
$1,700 for initial retirement income plan and first year of ongoing financial planning; $850 semiannually thereafter for ongoing services; $600 for annuity advice and acquisition; $1,000 for pre-retirement check-up
Up to $350 per hour
Fee-only: Flat fees and hourly fees only; no AUM or commission fees.
Main office location
Mavericus Retirement Services LLC
Georgetown SC, United States
Number of offices
1
Most active in
Mavericus Retirement Services LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · South Carolina
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
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