# Eric Roberge

> Eric Roberge is a fee-only financial advisor at Beyond Your Hammock LLC in Boston, Massachusetts, who holds the CFP credential. Eric charges a subscription and a flat fee or retainer and focuses on small business owners and equity compensation.

Page: https://find.wellspent.co/advisors/eric-roberge/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Beyond Your Hammock LLC
- **Based in:** Boston, Massachusetts
- **Fee model:** Subscription; Flat fee or retainer
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $25M - $100M
- **Credentials:** CFP
- **Specialties:** Small business owners, Equity compensation
- **Works with:** HENRY (High Earners, Not Rich Yet), Founders, Executives, High earners
- **CRD:** 5481409 (https://adviserinfo.sec.gov/individual/summary/5481409)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://beyondyourhammock.com

## About

We help high-achieving professionals in their 30s and 40s by providing fee-only fiduciary advice, investment management, and financial planning in Boston, MA and Cambridge, MA. While we’re based in Massachusetts, we also meet and work with clients virtually across the United States.

Our coordinated financial planning and investment management strategies allow you to optimize your investments, reduce your lifetime tax burden, and grow your wealth - so you can use the money you work so hard to earn as a tool to get what you want from life.

## Frequently asked questions

### Is Eric Roberge a fee-only financial advisor?

Yes. Eric Roberge is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eric's firm.

### How does Eric charge for financial advice?

Eric charges a subscription and a flat fee or retainer.

### Does Eric work with clients virtually?

Yes. Beyond Your Hammock LLC says on its website that it works with clients remotely.

### Where is Eric Roberge based?

Eric Roberge is based in Boston, Massachusetts.

### What does Eric specialize in?

Eric's specialties include small business owners and equity compensation. Eric works with HENRY (High Earners, Not Rich Yet), founders, executives and high earners.

### What credentials does Eric Roberge hold?

Eric Roberge holds the CFP credential.

### Is Eric Roberge registered with the SEC?

Yes. Eric Roberge is registered as an investment adviser representative in MA and TX (CRD 5481409), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Beyond Your Hammock LLC manage?

Beyond Your Hammock LLC reports $25M - $100M in assets under management.

### How do I contact Eric Roberge?

Through Eric's website, beyondyourhammock.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7542): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://beyondyourhammock.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.