A complete list of active advisors currently associated with Mavericus Retirement Services LLC

Warmer can help you find a great advisor at Mavericus Retirement Services LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Mavericus Retirement Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Mahaney	Georgetown, SC	3

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