Beyond Your Hammock LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beyond Your Hammock works with individual and high‑net‑worth clients, as well as employer plan sponsors, providing comprehensive financial planning through its BYH Wealth Management Program, limited‑scope engagement via the QuickStart Program, discretionary investment management, and employee benefit plan consulting. The firm also recommends outside money managers when appropriate and provides non‑management advisory services that expand its advisory reach beyond direct assets under management.
The firm emphasizes an ongoing planning relationship as the foundation for portfolio management and prefers that clients complete a financial plan before transferring assets; portfolios are constructed for long‑term market exposure with a largely passive, broadly diversified approach that stresses cost control and tax efficiency. As of February 22, 2026 the firm reported roughly $115.4 million in discretionary assets under management and about $249 million in assets under advisement, and it uses custodial relationships and outside managers to implement client strategies.
Noteworthy for a firm of its size, it offers educational seminars and speaking engagements on an as‑announced basis and identifies those events as purely educational rather than individual advice; the firm’s principal also devotes a portion of time to external speaking. The firm’s service model includes a combined planning‑and‑management membership option, attention to intergenerational planning, and active handling of legacy securities and share‑class conversions, practices that may differ from many peers.
Client services
Expertise
Fee options
Fixed fees for educational seminars and speaking engagements, negotiable, ranging from $0 to $50,000 per event
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% Over $2,000,000+: 0.60% $0 - $500,000: Membership fee $7,500 (equivalent to $625 per month) plus 0% investment management fee $500,001 - $1,000,000: Membership fee $2,750 ($229 per month) plus 0.95% investment management fee $1,000,001 - $1,500,000: Membership fee $2,500 ($208 per month) plus 0.90% investment management fee $1,500,001 - $2,000,000: Membership fee $2,250 ($187 per month) plus 0.85% investment management fee $2,000,001 or more+: Starting at $2,000 ($167 per month) membership fee plus 0.80% investment management fee
Comprehensive Financial Planning via BYH Wealth Management Program is an ongoing membership paid monthly—from $300 to $2,000 per month, paid in advance
Minimum fee: For commingled services, a minimum fee of $7,500 which may be waived or reduced at firm's discretion Fee-only: Fixed fees for financial planning services: $500 to $8,000 for QuickStart Program (negotiable); $300 to $2,000 per month for Comprehensive Financial Planning membership fees, paid monthly in advance
Main office
50 Milk Street, 16th Floor
Boston MA 02109
Advisors at this office
1
Most active in
Massachusetts · New Hampshire · Texas
Also doing business as
Beyond Your Hammock · Beyond Your Hammock LLC · Roberge Financial Planning · Roberge, Eric
Disclosures
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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.
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