Mavericus Retirement Services LLC
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About
Mavericus Retirement Services, LLC is a state-registered, fee-only financial planning firm that provides comprehensive retirement planning and related advice to individual clients. Its services include customized retirement income design, tax-efficient distribution strategies, Social Security and Medicare planning, annuity and pension distribution analysis, and written educational materials.
The firm operates as an advice-only, flat-fee, virtual practice and does not provide investment management, custody of client assets, or percentage-of-AUM billing. When investment recommendations are offered as part of planning, MRS applies modern portfolio theory and favors passive strategies, and it commits to at least annual plan reviews for clients in ongoing engagements.
Noteworthy aspects include a formal pro bono program offering financial planning education to select low-income households and the principal’s extensive set of industry credentials (CFP®, ChFC®, CLU®, CASL®, CPC, REBC) and three self-published books on retirement topics. Despite its small size and single-advisor structure, the firm emphasizes detailed, written retirement-income plans and fixed-fee engagements delivered exclusively on a virtual basis, which contrasts with many peers that commonly provide portfolio management and AUM-based billing.
Client services
Expertise
Fee options
One-time flat fee of $7,000 for a full financial plan; ongoing annual flat fee of $1,700 for ongoing financial planning services
Hourly engagements up to $450 per hour
Fee-only: One-time flat fee of $7,000 for a full financial plan; hourly fee up to $450 per hour; ongoing annual flat fee of $1,700 charged semiannually at $850 every six months
Main office
Georgetown SC
Advisors at this office
1
Most active in
New Jersey · New York · South Carolina
Also doing business as
Mavericus Retirement Services · Mavericus Retirement Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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