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
- Retirement 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 at Credit Suisse, most recently as a Managing Director in Leveraged Finance sales, where I worked with institutional investors on leveraged loans and high yield bonds.
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 $8 million of investable assets.
Our Services & Transparent Pricing
Hive Retirement Planning is a fiduciary financial planning firm specializing in retirement. We charge flat fees, rather than a percentage of your investment portfolio.
Every new client begins with the four-meeting Hive Retirement Process. Together, we work through the decisions that shape retirement: your expenses and retirement paycheck, taxes, investments, and legacy. You finish with a coordinated retirement plan and clear next steps.
You can choose a One-Time Plan for $8,500 and carry out the recommendations yourself or with your other advisors. Or you can choose Ongoing Planning for $12,000 per year, which includes the same initial process, continued planning, and investment advice and management. You do not have to move your accounts to Hive to work with us.
If you begin with the One-Time Plan and later continue with Ongoing Planning, the full $8,500 is credited toward your first year.
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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