Stonehearth Capital Management
Stonehearth Capital Management (CRD# 128866) is a financial advisory firm headquartered in Danvers, MA. They manage $325,125,005 in 1,342 accounts and serve the financial needs of clients across 9 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management325MILLION
-
Total Number of Accounts1,342ACCOUNTS
-
Average Account Value$242,269
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MA, ME, NH, NY, TX, VT, WA
Financial Advisors at Stonehearth Capital Management
1
Jamie Upson (CRD# 4046712) is an Investment Advisor Representative working at Stonehearth Capital Management in Danvers, MA and has over 24 years of experience in the finance industry. Jamie Upson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Christopher Gauthier (CRD# 6067078) is an Investment Advisor Representative working at Stonehearth Capital Management in Danvers, MA and has 1 year of experience in the finance industry.
3
David Juliano (CRD# 3164953) is an Investment Advisor Representative working at Stonehearth Capital Management in Danvers, MA and has over 25 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.