Firm
Beyond Your Hammock LLC
Boston, Massachusetts
Fee-only
Beyond Your Hammock LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 161 individual clients, 48 of them high net worth.
- Its average account is about $313,000 (assets it manages divided by its 369 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | beyondyourhammock.com |
| [email protected] | |
| Phone | (978) 273-3135 |
Beyond Your Hammock LLC fees
Beyond Your Hammock LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $115 million |
| Individual clients | 113 |
| High-net-worth clients | 48 |
| Accounts managed | 369 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136136) |
| Financial planning | Offered |
| Form ADV filed | June 24, 2026 |
| SEC record | CRD 168738 |