Tom Mullarkey, CFP®, RICP®, TPCP®
Flat-Fee Retirement Planning for People Approaching or in Retirement
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Serving Clients Nationwide
Flat-Fee Retirement Planning for People Approaching or in Retirement
Areas of Focus
- Divorce Financial Planning
- Estate Planning
- Investment Management
- Loss of Spouse or Partner
- Retirement Income Planning
- Social Security Optimization
- Tax-Efficient Planning
- Withdrawal Sequencing
About Tom Mullarkey, CFP®, RICP®, TPCP®
Hi, I'm Tom Mullarkey. I'm the Founder of Hive Retirement Planning. I am a Certified Financial Planner CFP® as well as Retirement Income RICP® and Tax Planning TPCP® Certified Professional designations.Prior to Hive Retirement Planning, I spent 24 years working in the Investment Banking division of Credit Suisse. I am also a Senior Director at Shelter Rock Capital Group.
I attended Colgate University for my undergraduate degree and Fordham University for my MBA. At Fordham I finished second in my class.
My outside interests include being an avid musician and playing bass guitar in several bands, with performances raising nearly two million dollars for various charities. I have also held many roles in my community including President of Greenwich Village Little League, which serves the families of 850 girls and boys throughout Manhattan.
Hive Retirement got its name as I am also a beekeeper, keeping between six to twelve hives in The Berkshires in Western Massachusetts. I live in New York City with my wife and two children.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Retirement Income Certified Professional (RICP)
- Tax Planning Certified Professional (TPCP)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- XY Planning Network
- Financial Planning Association
Primary Location
405 Bleecker Street, New York, NY 10014
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary 45–60 minute introductory call to talk about what you want to accomplish, where you may need help, and whether Hive Retirement Planning may be a good fit. I look forward to speaking with you.Offers Investment Management
Yes
About Hive Retirement Planning
Hive Retirement Planning is an independent, fee-only financial planning and investment management firm based in New York City, serving clients virtually nationwide. We provide tax-efficient financial planning and investment management for people in or near retirement.Who We Serve
We work with people deciding whether to retire or downshift their job, those navigating finances after divorce or the loss of a spouse, and those moving into the next chapter of life.
Hive is designed primarily for people approaching or in retirement with $2 million to $10 million of investable assets.
Our Services & Transparent Pricing
Hive Retirement Planning is a fiduciary financial planning firm. We charge a flat fee for our ongoing advice and investment management ($12,000 / year), not a percentage of your investment portfolio.
Our annual fee includes comprehensive retirement planning and ongoing investment advice and management.
Every new client begins with the Hive Retirement Process™, where we work through the major financial decisions that shape retirement—including your spending, retirement income, taxes, investments, and legacy planning.
From there, we continue working with you throughout retirement as your circumstances, markets, tax laws, and financial decisions change.
Education
Fordham University, Master of Business Administration | Colgate University, Bachelor's Degree
Hobbies and Interests
- Family
- Music
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Divorce
- Gen X
- Intergenerational Families
- Living in Retirement
- Widow
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