Beyond Your Hammock LLC fees and pricing
Financial planner in Boston, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 24, 2026, Beyond Your Hammock LLC charges a flat or project fee of $500-$8,000 and a monthly fee of $300-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$8,000
“The fixed fee can range between $500.00 $8,000.00.”
- Monthly fee
- $300-$2,000/mo
“Comprehensive Financial Planning via the BYH Wealth Management Program Comprehensive Financial Planning services are billed as ongoing membership cost that is paid monthly, in advance, at the rate of $300.00 to $2000.00 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Beyond Your Hammock LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Limited Scope Financial Planning via the QuickStart Program Financial Planning services are billed as a fixed fee.”
- “The fee may be negotiable in certain cases.”
- “Since this fee is paid in advance, a rebate may be needed upon termination to account for any unearned fee.”
How Beyond Your Hammock LLC’s fees compare
- Its flat or project fee of $500-$8,000 spans the Massachusetts median of $4,750. 49% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 5 of the 13 other planners in Boston that publish a flat or project fee charge less.
About Beyond Your Hammock LLC
“Financial planning is an ongoing process that helps you make wellinformed, mindful decisions throughout life. Limited Scope Financial Planning via the QuickStart Program The BYH Wealth Management Program provides ongoing guidance, support, advice, and accountability.”
- Principal: Eric Roberge
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 161
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $115,437,648
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168738
- Phone
- (617) 446-3841
Can advise clients in 3 states: Massachusetts, New Hampshire, Texas
Other planners in Boston that publish fees
- Atwater Wealth Management, Inc.Boston$2,500-$10,000
- Bowditch Advisory Services, LPBoston$225/hr
- Brave Boat Capital AdvisorsBoston$1,000-$30,000
- Choate Investment AdvisorsBoston$525-$1,750/hr, $1,000-$2,500
- Claro Advisors Inc.Boston$500-$2,500
- First Step FinancialBoston$54-$180/hr, $540-$1,800
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.