Stonehearth Capital Management

Stonehearth Capital Management (CRD# 128866) is a financial advisory firm headquartered in Danvers, MA. They manage $216,001,810 in 1,225 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    1,225
    ACCOUNTS
  • Average Account Value
    $176,328
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, ME, NH, NY, RI, TX, VT

Financial Advisors at Stonehearth Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
David W. Juliano
CRD#: 3164953
199 Rosewood Drive, Suite 200, Danvers, MA 01923
96
Wealthminder
score

David Juliano (CRD# 3164953) is an Investment Advisor Representative working at Stonehearth Capital Management in Danvers, MA and has over 17 years of experience in the finance industry.

2
Jamie A. Upson
CRD#: 4046712
199 Rosewood Drive, Suite 200, Danvers, MA 01923
96
Wealthminder
score

Jamie Upson (CRD# 4046712) is an Investment Advisor Representative working at Stonehearth Capital Management in Danvers, MA and has over 17 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 put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard E. Prout
CRD#: 828383
199 Rosewood Drive, Suite 200, Danvers, MA 01923
93
Wealthminder
score

Richard Prout (CRD# 828383) is an Investment Advisor Representative working at Stonehearth Capital Management in Danvers, MA and has over 33 years of experience in the finance industry.

4
Christopher J. Gauthier
CRD#: 6067078
199 Rosewood Drive, Suite 200, Danvers, MA 01923
90
Wealthminder
score

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.

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