Beyond Your Hammock LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$115,437,648
Clients
161
30% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
161
Very HighAverage account size
$717,004
About
Beyond Your Hammock serves individual clients, high-net-worth households, and employer-sponsored retirement plans, offering comprehensive ongoing financial planning, limited-scope project planning, and discretionary investment management. The firm also assists clients with implementation, including recommending and onboarding third‑party (outside) managers when appropriate.
The firm generally prefers to complete a financial plan before transitioning client assets and constructs broadly diversified, passively managed portfolios using index mutual funds and ETFs to emphasize low cost and tax efficiency over the long term. Portfolios are tailored to individual investment policy statements, reviewed periodically, and managed either directly by the firm or through recommended outside managers.
A comparatively uncommon feature is the firm’s regular offering of educational seminars, workshops, and speaking engagements for groups; these events are presented as general education rather than individualized advice and are arranged on a fixed‑fee, negotiated basis. The firm also provides both an ongoing membership‑style planning program and a short, project‑based QuickStart option to accommodate different client needs, and participates in an institutional custodian program that provides operational and research support.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Limited Scope Financial Planning fixed fee ranges from $500 to $8,000, negotiable; Educational seminars fixed fee $0 - $50,000 per event, negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% Over $2,000,000+: 0.60%
Comprehensive Financial Planning membership fee $300 to $2,000 per month, paid monthly in advance
Minimum fee: Minimum fee of $7,500 for commingled services; may be waived or reduced at discretion
Main office location
Beyond Your Hammock LLC
50 Milk Street, 16 Th Floor
Boston MA 02109, United States
Number of offices
2
Most active in
Beyond Your Hammock LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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